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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 | 2024-02-02 |
| MD | RA | APPROVED | 2021-09-29 |
| DC | RA | APPROVED | 2008-01-01 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Washington | DC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Washington | DC | 11/2016 | Present |
CO TRUSTEE FOR FATHER, INVESTMENT RELATED, GAITHERSBURG MD, START 1/2011 CO-TRUSTEE FOR FAMILY FOUNDATION; INV RELATED; GAITHERSBURG, MD; START 6/9/2016; 1 HR/MO; 1 HR DURING TRADING. TRUSTEE FOR SPOUSE'S DISCLAIMER TRUST; GAITHERSBURG, MD; START 10/18/2017; 1 HR/MO; 0 DURING TRADING.; MOUNT PROSPECT FARMS, INV RELATED, BOYDS, MD, 22% OWNERSHIP, START 12/13/2021, 28 HOURS PER MONTH, ZERO HOURS DURING TRADING, CATTLE FARMING; FIRST CHURCH OF CHRIST, SCIENTIST; INV. RELATED; WASHINGTON DC; FINANCE COMMITTEE MEMBER; START DATE 12/01/2022; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; RECEIVE ALL MONEY PAID OR CONTRIBUTED TO THE CHURCH OR ANY OF IT'S ACTIVITIES, DEPOSIT ALL CHURCH FUNDS, MAINTAIN SUITABLE FISCAL ACCOUNTS AND RECORDS, RENDER A WRITTEN REPORT TO THE BOARD EACH MONTH, AND A REPORT TO ALL MEMBERS AT EACH REGULAR AND ANNUAL BUSINESS MEETING, AND ATTENDING MEETINGS TO DISCUSS FINANCIAL AFFAIRS,.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-09 |
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