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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 | 2025-07-07 |
Branch Locations
13505 Harbour Pointe Pkwy, Midlothian, VA 23112 • United States
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Midlothian | VA | 10/2022 | Present |
| Wells Fargo Bank, Na | Midlothian | VA | 10/2019 | Present |
| Wegmans | Fairfax | VA | 08/2015 | 08/2019 |
| Virginia Commonwealth University | Richmond | VA | 08/2018 | 08/2019 |
| Northern Virginia Communtity College | Annandale | VA | 08/2019 | 01/2020 |
| Fairfax Highschool | Fairfax | VA | 08/2014 | 06/2018 |
| Ll Bean | Richmond | VA | 08/2019 | 10/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-11 |
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