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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2021-05-05 |
| MD | RA | APPROVED | 2019-05-13 |
| TX | RA | APPROVED_RES | 2017-02-16 |
| DC | RA | APPROVED | 2000-10-13 |
Branch Locations
1700 K St Nw 9Th Fl [Du-Rbo], Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
RENTAL PROPERTY, INV RELATED, LEESBURG, VA, 25% OWNER OF CONDO, START: 5/23/13, 1/2 HR/MO, 0 DURING TRADING. RENTAL PROPERTY; INV RELATED; NEW YORK, NY; APARTMENT; 100% OWNED BY SPOUSE; START 5/15/2010; 0 HOURS PER MONTH, 0 DURING TRADING; NO DUTIES.; CO-TRUSTEE FOR BROTHER'S TRUST, INV RELATED, WASHINGTON, DC, START: 6/25/2019, 1 HR/MONTH, LESS THAN 1 HR DURING TRADING.; CO-TRUSTEE FOR BROTHER'S TRUST, INV RELATED, WASHINGTON, DC, START: 2/16/2022, 1 HR/MONTH, 1 HR DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-10 |
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