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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 | 2024-05-03 |
| VA | RA | APPROVED | 2024-05-03 |
Branch Locations
9020 Stony Point Pkwy Suite 385, Richmond , VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 11/2016 | 05/2024 |
| Wells Fargo Advisors Financial Network, Llc | Richmond | VA | 05/2024 | Present |
FEED MORE, INV RELATED, RICHMOND, VA, FINANCE COMMITTEE MEMBER, START 1/1/2010, 8 HOURS PER MONTH, 2 HOURS DURING TRADING. FEED MORE, INV RELATED, RICHMOND, VA, INVESTMENT COMMITTEE CHAIRMAN, START 1/1/2010, 2 HOURS PER MONTH, 2 HOURS DURING TRADING. TRUSTEE OF TRUST FBO BROTHER; INV. RELATED; VA; START DATE 7/2020; 5 HRS PER MONTH; 0 HRS DURING TRADING. 3RETRIEVERS LLC, INV RELATED, RICHMOND, VA, 100% OWNERSHI START DATE: 3/1/24, 192 HRS PER MONTH, 8 HRS DURING TRADINGFINET PRACTICE. SAGE WEALTH ADVISORS LLC; INV RELATED; RICHMOND, VA; 16.66% OWNERSHIP; START DATE 12/8/2023; 10 HOURS PER MONTH; 1 DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1981-03-16 |
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