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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 | 2012-11-30 |
| VA | RA | APPROVED | 2006-03-03 |
Branch Locations
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 | Mclean | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mclean | VA | 11/2016 | Present |
TRUSTEE OF FAMILY INSURANCE TRUST, INVESTMENT RELATED, GREAT FALLS VA, BEGAN 2005, NO TIME SPENT. SPRINGFIELD GOLF AND COUNTRY CLUB, INV RELATED, SPRINGFIELD, VA, TREASURER, START 11/1/2024, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, ATTENDING MEETINGS, DISCUSSING FINANCES AND BUDGET OF THE CLUB. SPRINGFIELD GOLF AND COUNTRY CLUB, INV RELATED, SPRINGFIELD, VA, FINANCE COMMITTEE MEMBER, START 1/1/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, ATTENDING MEETINGS, DISCUSSING AND ADVISING GENERAL MANAGER ON FINANCES AND BUDGET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-12 |
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