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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 | 2023-01-18 |
Branch Locations
330 N Washington St, Alexandria, VA 22314 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Falls Church | VA | 08/2022 | Present |
| Truist Financial Co | Annandale | VA | 10/2015 | 08/2022 |
| Wells Fargo Bank, Na | Falls Church | VA | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-18 |
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