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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 | 2026-02-12 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
1201 Pacific Ave, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 05/2018 | 04/2019 |
| Unemployed | Hume | VA | 04/2018 | 05/2018 |
| Independent Consultant | Hume | VA | 06/2015 | 04/2018 |
| Td Private Client Wealth Llc | Vienna | VA | 04/2019 | 08/2022 |
| Td Bank N.A. | Vienna | VA | 04/2019 | 08/2022 |
| Wells Fargo Bank | Mclean | VA | 08/2022 | Present |
| Wells Fargo Clearing Services | Mclean | VA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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