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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-19 |
| VA | RA | APPROVED | 2023-05-11 |
Branch Locations
1650 Tysons Blvd Ste 500, Mclean, VA 22102 • 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 | Woodbridge | VA | 01/2023 | Present |
| Wells Fargo Bank, Na | Woodbridge | VA | 12/2022 | Present |
| United Solutions | Rockville | MD | 01/2017 | 04/2017 |
| Maxisoft Corporation | Washington | DC | 09/2017 | 01/2018 |
| Wells Fargo Bank, Na | Woodbridge | VA | 11/2018 | 03/2022 |
| George Mason University | Fairfax | VA | 09/2014 | 12/2016 |
| Unemployed | Woodbridge | VA | 05/2017 | 08/2017 |
| Unemployed | Woodbridge | VA | 02/2018 | 10/2018 |
| Traveling | Tbilisi | 03/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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