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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 | 2026-08-12 |
| VA | RA | APPROVED | 2026-08-10 |
Branch Locations
428 Mclaws Circle Ste 100, Williamsburg, VA 23185 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairfax County Public Schools | Reston | VA | 08/2015 | 06/2021 |
| Hampden-Sydney College | Hampden-Sydney | VA | 06/2021 | 05/2025 |
| Guardian Life Insurance Company | Richmond | VA | 05/2025 | 09/2025 |
| Park Avenue Securities | Richmond | VA | 09/2025 | 08/2026 |
| Wells Fargo Clearing Services, Llc | Williamsburg | VA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-28 |
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