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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2000-03-08 |
| TX | RA | APPROVED_RES | 2000-01-05 |
Branch Locations
1021 E Cary St 22Nd Fl James Center Ii, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; MIDLOTHIAN, VA; START DATE 7/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR GODMOTHER, INV RELATED, MIDLOTHIAN, VA, START: 1/1/2024, 1 HOUR A MONTH, 1 HOUR DURING TRADING.; POWER OF ATTORNEY FOR GODFATHER, INV RELATED, MIDLOTHIAN, VA, START: 11/13/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-30 |
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