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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 |
|---|---|---|---|
| DE | RA | APPROVED | 2026-05-21 |
| MD | RA | APPROVED | 2026-05-21 |
Branch Locations
1013 Centre Rd Ste 229, Wilmington, DE 19805 • United States
110 Anglers Rd Ste 105A [Satellite], Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Wilmington | DE | 05/2026 | Present |
| Wells Fargo Bank, N.A. | Linthicum | MD | 03/2016 | 03/2017 |
| Suntrust Bank | Annapolis | MD | 03/2017 | 05/2017 |
| Morgan Stanley | Annapolis | MD | 05/2017 | 09/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2017 | 09/2020 |
| Citizens Securities, Inc. | Lewes | DE | 09/2020 | 05/2026 |
Personal Training - Independent; Written training and diet guidelines. Not investment related. 2 hours/month, 0 hours during trading hours. Remote location. Start date: 12/2017. Acting - Independent; Background, day player, and minor speaking roles. Not investment related. 2 hours/month, 0 hours during trading hours. Location varies. Start date: 09/01/2014
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-26 |
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