Elizabeth Ann Updike

Current Employers

Employment History

• 01/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Mclean, VA
• 11/2016 → 01/2025
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Vienna, VA

Previous Registrations

• 2021-11-01 → 2025-01-24
  Osaic Fa, Inc.
  Vienna, VA
• 2015-01-09 → 2021-10-29
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Reston, VA
  Herndon, VA
• 2013-12-16 → 2015-01-09
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Chantilly, VA
  Herndon, VA
  Reston, VA
  Hamilton, VA
  Clifton, VA
  Vienna, VA
• 2004-08-25 → 2008-09-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
  Vienna, VA

Other Businesses

1. ELIZABETH UPDIKE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 5827 Ridgecrest Ave, Warrenton VA 20187, United States DESCRIPTION: I am renting the basement apartment of my primary residence at 5827 Ridgecrest Ave Warreton, Virginia through Furnished Finders 2. THE DOROTHY EVELYN UPDIKE REVOCABLE LIVING TRUST POSITION: Trustee NATURE: Mother who is age 87 has set up a Revocable Living Trust and named adult daughter as Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/25/2022 ADDRESS: 8219 Leesburg Pike Ste 200, Vienna VA 22182, United States DESCRIPTION: Act as trustee for investment management of the account, process the required minimum distributions and offer investment advice in the best interest of the trust 3. POA FOR DOROTHY EVELYN UPDIKE POSITION: POA for Mother NATURE: POA for Mother INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 5827 Ridgecrest Ave, Warrenton VA 20187, United States DESCRIPTION: POA for Mother

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-13
• S66 Uniform Combined State Law Examination
  2008-08-26
• S63 Uniform Securities Agent State Law Examination
  1984-09-20

Other Names

• Elizabeth Ann Updikegraves
• Liz Updike
• Elizabeth A Updike
• Elizabeth Ann Updike
• Elizabeth A Updike