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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-28 |
Branch Locations
247 E 86Th St, New York, NY 10028 • United States
767 5Th Ave 33Rd Fl [Y5-Rbo], New York, NY 10153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services Llc | Mclean | VA | 05/2021 | 12/2021 |
| Wells Fargo Bank Na | Mclean | VA | 06/2021 | 12/2021 |
| Citibank | Washington | DC | 06/2019 | 05/2021 |
| World Bank | Washington | DC | 11/2000 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 12/2021 | 06/2022 |
| Bank Of America Corp / Merrill Lynch | Washington | DC | 12/2021 | 06/2022 |
| Edward Jones | Washington | DC | 06/2022 | 08/2022 |
| Unemployed | Washington | DC | 02/2019 | 05/2019 |
| Edward Jones | Washington | DC | 06/2022 | 08/2022 |
| Jp Morgan Chase Bank, N.A. | New York | NY | 09/2022 | 12/2025 |
| Jp Morgan Securities, Llc | New York | NY | 09/2022 | 12/2025 |
| Wells Fargo Clearing Services, Llc | New York | NY | 07/2026 | Present |
| Wells Fargo Bank, Na | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-13 |
| S65 | Uniform Investment Adviser Law Examination | 2020-11-16 |
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