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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 | 2026-04-30 |
Branch Locations
6565 Little River Tpke, Alexandria, VA 22312 • 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 Clearing Services, Llc | Fairfax | VA | 02/2015 | 08/2023 |
| Wells Fargo Bank, N.A. | Fairfax | VA | 02/2015 | 08/2023 |
| Jpmorgan Chase Bank, N.A. | Sterling | VA | 09/2023 | 04/2026 |
| J.P. Morgan Securities Llc | Sterling | VA | 09/2023 | 04/2026 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 04/2026 | Present |
| Wells Fargo Bank, Na | Alexandria | VA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-21 |
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