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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 | 2024-06-25 |
| TX | RA | APPROVED | 2011-01-14 |
| DC | RA | APPROVED | 2003-07-01 |
Branch Locations
1700 K St Nw Ste 875, Washington, DC 20006 • United States
Fulshear, TX • United States
Waterford, VA • 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 Advisors Llc | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 07/2017 | Present |
RENTAL PROPERTY - GORDON; INV RELATED; ALLENTOWN, PA; RESIDENTIAL RENTAL;100% OWNERSHIP; -; START DATE: 01/13/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL PROPERTY - MIDDLEWATER; INV RELATED; KATY, TX; RENTAL;50% OWNERSHIP; START DATE: 10/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1981-02-02 |
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