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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2001-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Kilmarnock | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kilmarnock | VA | 11/2016 | Present |
THE CREEK HOME OWNERS ASSOCIATION; NOT INV RELATED; WHITE STONE, VA; VICE PRESIDENT; START DATE 7/1/2024; 1 HOUR PER MONTH; 0 DUIRNG TRADING; ATTENDING MEETINGS, DISCUSSING ROAD MAINTENANCE, TREASURERS REPORT, AND ANNUAL DUES, VOTING ON ANNUAL DUES AND MAINTENANCE ISSUES, AND FACILITATING MEETINGS IF THE PRESIDENT IS UNABLE. | POWER OF ATTORNEY FOR MOTHER; INVESTMENT RELATED; THE VILLAGES, FL; POA; 02/03/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; POWER OF ATTORNEY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-15 |
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