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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-14 |
| DC | RA | APPROVED | 2025-05-13 |
| MD | RA | APPROVED | 2025-03-06 |
Branch Locations
12500 Fair Lakes Circle Suite 325, Fairfax, VA 22033 • 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 | 03/2025 |
| Baird | Fairfax | VA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-28 |
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