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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_RES | 2016-05-03 |
| VA | RA | APPROVED | 2009-06-08 |
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 |
JAMES MADISON UNIVERSITY FINANCE & BUSINESS LAW EXECUTIVE ADVISORY BOARD; NOT INVESTMENT RELATED; HARRISONBURG,VA; ADVISORY BOARD MEMBER; START DATE 09/01/2023; 4 HOURS PER MONTH; 1 HOUR DURING BUSINESS HOURS; ATTEND MEETINGS, ADVISE ON FINANCE AND BUSINESS CURRICULUM OPTIONS FOR UPCOMING SCHOOL TERMS. POWER OF ATTORNEY FOR MOTHER, INV RELATED, RICHMOND, VA, START: 7/29/2021, 20 HRS/MONTH, 0 HRS DURING TRADING. TRUSTEE FOR GRANDSON, INV RELATED, HENRICO, VA, START: 9/14/2021, 2 HRS/MONTH, 2 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-05 |
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