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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 | 2023-05-08 |
Branch Locations
2928 Annandale Rd, Falls Church, VA 22042 • United States
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • 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 | Falls Church | VA | 10/2022 | Present |
| Wells Fargo Bank, Na | Falls Church | VA | 10/2022 | Present |
| Bank Of America | Lorton | VA | 03/2022 | 10/2022 |
| Pnc Financial Services | Mclean | VA | 02/2019 | 03/2022 |
| Carmax | Woodbridge | VA | 08/2018 | 01/2019 |
| Holiday Inn Express | Managua | 09/2017 | 07/2018 | |
| Makita Tools Latin America | Managua | 07/2016 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
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