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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 | 2025-10-21 |
| VA | RA | APPROVED | 2008-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alexandria | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | Present |
TRUSTEE FOR FAMILY; INV RELATED; SPRINGFIELD, VA; OVERSEE ESTATE ; TRUSTEE/CO-TRUSTEE; START DATE: 12/05/2024; 4 HRS PER MONTH; 4 HRS DURING TRADING;| ESTATE OF MOM; INV RELATED; SPRINGFIELD, VA; OVERSEE ESTATE ; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 07/07/2025; 4 HRS PER MONTH; 4 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-21 |
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