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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| VA | RA | APPROVED | 2026-01-05 |
Branch Locations
5400 Discovery Park Blvd Suite 301, Williamsburg, VA 23188-2882 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Newport News | VA | 03/2014 | 11/2016 |
| Wells Fargo Bank Na | Newport News | VA | 06/2012 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Newport News | VA | 11/2016 | 01/2026 |
| Davenport & Company Llc | Williamsburg | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-13 |
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