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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-01 |
| VA | RA | APPROVED | 2021-04-21 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 04/2021 |
| Rbc Capital Markets, Llc | Mclean | VA | 04/2021 | Present |
(1)EPIPHANY UNITED METHODIST CHURCH, INV RELATED, VIENNA, VA, FINANCE COMMITTEE MEMBER, START 10/30/2013, 3 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING BUDGETS. (2)CRATE AND BARREL, NOT INV RELATED, MCLEAN, VA, START 11/13/2018, 60 HOURS PER MONTH, ZERO DURING TRADING, RETAIL SALES. (2) NAME: Westwood Country Club Ladies 9 Hole Golfers Non-Investment related ADDRESS: 800 Maple Avenue E Vienna VA 22180 Nature of OBA: Golf League Position/title/relationship: Board of Directors * Start Date: 04/15/22 Hours devoted: 2 hours 0 during securities trading hours Duties: Co-ordinate activities for summer golf league, 120 members. Manage activities of committee chairs (3) NAME OF ENTITY: Westwood Cares Committee ADDRESS: 800 Maple Ave. E. Vienna, VA 22180 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Country Club CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 01/25/2024 DUTIES: Committee member for Community outreach activities supporting non profits for groups/individuals in need HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (4) NAME OF ENTITY: Vienna Business Association ADDRESS: 243 Church Street NW, Suite 100E, Vienna, VA 22180 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Trade Association START DATE: Feb 12, 2026 CAPACITY: Board of Directors DUTIES: Board Member - Help promote business activity in the Town of Vienna (Chamber of Commerce). HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-15 |
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