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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Alexandria | VA | 08/2014 | 09/2021 |
| Wells Fargo Advisors, Llc | Alexandria | VA | 08/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | 09/2021 |
| Truist Investment Services, Inc. | Fairfax | VA | 11/2021 | Present |
| Truist Advisory Services, Inc. | Fairfax | VA | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-30 |
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