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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 | 2025-09-23 |
Branch Locations
3201 W Cary St, Richmond, VA 23221 • United States
1021 E Cary St [V2/V9-Rbo], 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 | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 12/2021 |
| Wells Fargo | Richmond | VA | 11/2014 | 12/2021 |
| Old Point National Bank | Richmond | VA | 01/2022 | 05/2024 |
| Lpl Financial Llc | Richmond | VA | 01/2022 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 07/2025 | Present |
| Truist Bank | Richmond | VA | 06/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-15 |
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