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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 | 2025-10-16 |
Branch Locations
5803 Grove Ave, Richmond, VA 23226 • United States
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States
4901 W Broad St, Richmond, VA 23230 • United States
7119 Forest Hill Ave, Richmond, VA 23225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charleston | WV | 08/2017 | 09/2019 |
| United Bank | Charleston | WV | 05/2015 | 08/2017 |
| Jp Morgan Securities, Llc | Decatur | GA | 09/2019 | 08/2020 |
| Jp Morgan Chase Bank, N.A. | Decatur | GA | 09/2019 | 08/2020 |
| Fidelity Investments | Atlanta | GA | 08/2020 | 10/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-07 |
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