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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-06 |
| VA | RA | APPROVED | 2019-12-06 |
Branch Locations
3019 West Moore Street Suite 100, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Richmond | VA | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 12/2019 |
| Wells Fargo Advisors Financial Network, Llc | Richmond | VA | 12/2019 | Present |
PERRY FINANCIAL CONSULTING; INVESTMENT RELATED; RICHMOND, VA; 100% OWNERSHIP; START DATE 10/01/2019; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ADMINISTRATION. RIVER HILLS WEALTH MANAGEMENT LLC; INV RELATED; RICHMOND, VA; 25% OWNERSHIP; START DATE 1/1/2020; 1 HR PER MONTH; 0 HRS DURING TRADING; FINET PRACTICE. PERRY FINANCIAL CONSULTING LLC I401K; INV. RELATED; RICHMOND, VA; START DATE 9/1/2020; 1 HR PER MONTH; 0 HRS DURING TRADING. PERRY FINANCIAL CONSULTING LLC I401K FBO SELF; INV. RELATED; RICHMOND, VA; START DATE 9/1/2020; 1 HR PER MONTH; 0 HRS DURING TRADING. FAN DISTRICT ASSOCIATION; NOT INV RELATED; RICHMOND, VA; TREASURER; START DATE 5/1/2024; 5 HOURS PER MONTH; 0 DURING TRADING; ATTENDING MONTHLY MEETINGS, ACTING AS THE FINANCIAL MANAGER OF THE ASSOCIATION, RESPONSIBLE FOR ASSOCIATION FUNDS AND MAINTAINING FINANCIAL RECORDS, AND DISCUSSING NEIGHBORHOOD MATTERS AND THE BUDGET.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-24 |
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