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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 | 2024-04-25 |
Branch Locations
7085 Mechanicsville Tpke, Mechanicsville, VA 23111 • United States
1021 E Cary St [V2/V9-Rbo], Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Charlottesville | VA | 07/2014 | 07/2017 |
| Wells Fargo Advisors, Llc | Charlottesville | VA | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlottesville | VA | 11/2016 | 06/2017 |
| Suntruet Investment Services Inc | Atlanta | GA | 07/2017 | 02/2018 |
| Suntrust Bank | Culpeper | VA | 07/2017 | 02/2018 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 08/2017 | 02/2018 |
| Unemployed | Charlottesville | VA | 03/2018 | 09/2018 |
| Fulton Bank | Charlottesville | VA | 10/2018 | 04/2019 |
| Coconstruct | Charlottesville | VA | 05/2019 | 09/2019 |
| Td Ameritrade | Glen Allen | VA | 09/2019 | 02/2020 |
| Td Ameritrade Investment Management, Llc | Glen Allen | VA | 09/2019 | 02/2020 |
| University Of Virginia Community Credit Union | Charlottesville | VA | 07/2020 | 12/2020 |
| Unemployed | Charlottesville | VA | 03/2020 | 07/2020 |
| Fidelity Investments | Merrimack | NH | 07/2021 | 03/2022 |
| Jp Morgan Chase Bank | Glen Allen | VA | 01/2021 | 07/2021 |
| Truist Investmet Services, Inc | Richmond | VA | 03/2022 | 03/2024 |
| Truist Advisory Services, Inc | Richmond | VA | 03/2022 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Mechanicsville | VA | 04/2024 | Present |
| Wells Fargo Bank, Na | Mechanicsville | VA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-25 |
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