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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 | 2024-08-15 |
Branch Locations
8900 Burke Lake Rd, Springfield, VA 22151 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Mclean | VA | 11/2018 | 08/2023 |
| Devon Bank | Chicago | IL | 08/2015 | 10/2018 |
| H And R Block | Mclean | VA | 11/2017 | 04/2022 |
| World Engagement Institute | Chicago | IL | 12/2016 | 11/2018 |
| Wells Fargo Clearing Services, Llc | Springfield | VA | 12/2023 | Present |
| Wells Fargo Bank, Na | Springfield | VA | 12/2023 | Present |
| Unemployed | Mclean | VA | 09/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-16 |
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