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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-23 |
Branch Locations
9801 Washingtonian Blvd 330 [Satellite], Gaithersburg, MD 20878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Leesburg | VA | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Leesburg | VA | 11/2016 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Bethesda | MD | 07/2022 | 06/2023 |
| Rbc Capital Markets, Llc | Frederick | MD | 07/2023 | 01/2024 |
| Wells Fargo Advisors Financial Network, Llc | Gaithersburg | MD | 03/2025 | Present |
| Moore Wealth, Llc | Frederick | MD | 02/2024 | 03/2024 |
| Virtual Partners Group, Inc | Woodland Hills | CA | 05/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-19 |
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