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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_RES | 2023-06-04 |
| VA | RA | APPROVED | 2015-07-30 |
Branch Locations
208 Golden Oak Ct Stes 250 & 300 Reflections Iii, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Williamsburg | VA | 09/2014 | 11/2016 |
| Wells Fargo Bank Na | Williamsburg | VA | 11/2012 | Present |
| Wells Fargo Clearing Services, Llc | Williamsburg | VA | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; WILLIAMSBURG, VA; 100% OWNERSHIP, START 8/1/2018, 1 HR/MONTH, 0 HRS DURING TRADING, LANDLORD.; HOGAN HOMES, LLC; INV. RELATED; VA BEACH, VA; 100% OWNERSHIP ; RENOVATE AND SELL HOUSES; START 11/2019; 10 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-25 |
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