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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mclean | VA | 02/2011 | 11/2016 |
| Wachovia Bank, N.A. | Mclean | VA | 10/2010 | Present |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | 03/2022 |
| Truist Investment Services, Inc. | Mclean | VA | 03/2022 | Present |
| Truist Advisory Services, Inc. | Mclean | VA | 03/2022 | Present |
THE COMMUNITY FOUNDATION FOR NORTHERN VIRGINIA POSITION: Board member NATURE: Founded in 1978, the Community Foundation for Northern Virginia is a tax-exempt trusted public charity that advances equity through philanthropy and community leadership. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 02/09/2023 ADDRESS: Oakton VA, United States DESCRIPTION: Assist in providing governance and leadership to the organization to help it meet its community goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-04 |
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