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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 | 2021-08-25 |
Branch Locations
1900 Duke St Ste 100, Alexandria, VA 22314 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oakton | VA | 02/2018 | 07/2021 |
| Bank Of America, N.A. | Oakton | VA | 02/2018 | 07/2021 |
| Bank Of America | Arlington | VA | 08/2016 | 02/2018 |
| Wells Fargo Bank, Na | Falls Church | VA | 07/2021 | Present |
| Wells Fargo Clearing Services, Llc | Falls Church | VA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-25 |
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