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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-05-21 |
Branch Locations
1425 Seminole Trail, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Azusa | CA | 07/2007 | 03/2024 |
| Wells Fargo Advisors Llc | Azusa | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Azusa | CA | 11/2016 | 03/2024 |
| Truist Bank | Charlottesville | VA | 05/2024 | Present |
RENTING MY PRIMARY HOME POSITION: Landlord NATURE: I am renting out my home in California. Our plan was to sell the home, but now we decided to rent it out for income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2024 ADDRESS: Fontana CA, United States DESCRIPTION: Property management company will handle the rental. UBER/ LYFT DRIVING POSITION: Uber Driver NATURE: Ride share driving on weekends. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2025 ADDRESS: Charlottesville VA, United States DESCRIPTION: Part time (weekends) Uber/ Lyft Driver.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-15 |
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