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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-26 |
| VA | RA | APPROVED | 2008-09-19 |
Branch Locations
1900 Duke St Ste 100, Alexandria, VA 22314 • United States
1753 Pinnacle Dr 3Rd And 4Th Fl [V1-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Mclean | VA | 06/2006 | Present |
| Wells Fargo Advisors Llc | Alexandria | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, FAIRFAX, VA, 100% OWNERSHIP, START 6/29/2014, 1 HOUR/MONTH, 0 DURING TRADING, LANDLORD. RENTAL PROPERTY; INV. RELATED; WOODBRIDGE, VA; 50% OWNERSHIP; START DATE 7/15/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING. | RENTAL PROPERTY; INV RELATED; ALEXANDRIA VA; 50% OWNERSHIP; 07/2025; 1 HOUR PER MONTH; 0 DURING TRADING; RENTAL PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-04 |
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