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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 | 2025-04-17 |
| VA | RA | APPROVED | 2025-04-17 |
Branch Locations
1900 Duke Street 200 2Nd Fl, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alexandria | VA | 07/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | 04/2025 |
| Wells Fargo Advisors Financial Network, Llc | Alexandria | VA | 04/2025 | Present |
TRUSTEE FOR COUSIN; INVESTMENT RELATED; HARWICH, MA; STAR TDATE 10/2013; LESS THAN 1 HR PER MONTH. | CBM HOLDINGS, LLC; INV RELATED; ALEXANDRIA, VA; 100% OWNERSHIP; 04/2025; 160 HOURS PER MONTH; 160 HOURS DURING TRADING; FINET PRACTICE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-30 |
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