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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 | 2026-06-30 |
| TX | RA | APPROVED_RES | 2026-06-03 |
Branch Locations
230 Schilling Cir Ste 300, Hunt Valley, MD 21031 • United States
1201 Pacific Ave, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Hunt Valley | MD | 04/2026 | Present |
| Wells Fargo Bank, N.A. | Hunt Valley | MD | 07/2022 | Present |
| Pnc Financial Services Group | Baltimore | MD | 12/2008 | 07/2022 |
Mercy Health Services of Baltimore. This is investment-related. Address: 345 St. Paul Place, Baltimore, MD 21202. Position/Title is an Investment Committee Member. Start date was January, 2012. Investment committee meetings are quarterly from 7:30 am-9:00 am. My role is to vote on portfolio changes recommended by the Investment Consultant for the Mercy hospital portfolio.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-30 |
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