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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Silver Spring | MD | 09/2016 | 11/2016 |
| Wells Fargo Bank Na | Silver Spring | MD | 02/2015 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Silver Spring | MD | 11/2016 | 05/2022 |
| Citi Group | Bethesda | MD | 07/2022 | Present |
| Truist Investment Services, Inc. | Rockville | MD | 09/2024 | Present |
BOLE ENTERTAINMENT LLC, NOT INV RELATED, SILVER SPRING, MD, 100% OWNERSHIP, START 8/1/2020, 10 HOURS PER MONTH, ZERO DURING TRADING, PRODUCING ETHIOPIAN TRADITIONAL MUSIC FOR YOUTUBE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-16 |
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