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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 | 2024-03-09 |
| MD | RA | APPROVED | 2021-09-29 |
| DC | RA | APPROVED | 2008-01-01 |
Branch Locations
7600 Wisconsin Ave Ste 900, Bethesda, MD 20814 • 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 | Present |
19537 DOCTORS DRIVE, LLC, INV RELATED, OWNER, GERMANTOWN, MD. START: 3/1/2007, CONDO RENTAL PROPERTY. CO-TRUSTEE FOR MOTHER'S TRUST; INV RELATED; COLLEGE PARK, MD; START: 3/2/18; 4 HRS/MO; 4 HRS DURING TRADING. POWER OF ATTORNEY FOR MOTHER, INVT RELATED, LAUREL, MD, START DATE 7/15/2024, 5 HRS PER MONTH AND DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-06 |
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