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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-05 |
Branch Locations
10305 Westlake Dr, Bethesda, MD 20817 • United States
8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • 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 |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Westport | CT | 01/2008 | 01/2022 |
| Wells Fargo Advisors Llc | Darien | CT | 05/2009 | 11/2016 |
| Citigroup | Washington | DC | 01/2022 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Bethesda | MD | 05/2024 | Present |
| Wells Fargo Bank, Na | Bethesda | MD | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-03-08 |
| S65 | Uniform Investment Adviser Law Examination | 2005-06-15 |
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