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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-31 |
| VA | RA | APPROVED | 2025-05-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sterling | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sterling | VA | 11/2016 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 05/2025 | Present |
| Bank Of America, N.A. | Vienna | VA | 06/2025 | Present |
RENTAL PROPERTY, INV RELATED, LEESBURG, VA, 50% OWNERSHIP, START DATE: 9/1/23, 0 HRS PER MONTH, 0 HRS DURING TRADING; RENATL PROPERTY; INV RELATED; RESTON, VA; 0.01% OWNERSHIP; START 09/01/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: NONE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-31 |
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