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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-31 |
| VA | RA | APPROVED | 2024-02-12 |
| TX | RA | APPROVED_RES | 2024-02-10 |
Branch Locations
11817 Canon Blvd Ste 100, Newport News, VA 23606 • United States
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 Advisors Llc | Yorktown | VA | 06/2016 | 11/2016 |
| Wells Fargo Bank Na | Yorktown | VA | 06/2016 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Yorktown | VA | 11/2016 | 01/2021 |
| Securities America, Inc. | Hampton | VA | 01/2021 | 06/2022 |
| Securities America Advisors | Hampton | VA | 01/2021 | 06/2022 |
| Morgan Stanley | Newport News | VA | 06/2022 | 02/2024 |
| Wells Fargo Clearing Services, Llc | Newport News | VA | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-13 |
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