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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 | 2020-03-18 |
Branch Locations
611 E Main St, Purcellville, VA 20132 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • 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 | Herndon | VA | 07/2014 | 11/2016 |
| Wells Fargo Bank Na | Herndon | VA | 08/2011 | Present |
| Wells Fargo Clearing Services, Llc | Herndon | VA | 11/2016 | Present |
ROLLING RIDGE PTA, INV RELATED, STERLING, VA, TREASURER, START 10/3/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, MANAGING SCHOOL EVENT BUDGET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-11 |
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