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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-01 |
| VA | RA | APPROVED | 2026-06-01 |
Branch Locations
699 Independence Blvd, Virginia Beach, VA 23455 • United States
999 Waterside Dr Ste 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 06/2026 | Present |
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 02/2023 | 04/2024 |
| Wells Fargo Bank, Na | Norfolk | VA | 04/2019 | 04/2024 |
| Publix Supermarkets | Bradenton | FL | 09/2018 | 02/2022 |
| Employer Solutions | Sarasota | FL | 11/2017 | 08/2018 |
| Sarasota Ford | Sarasota | FL | 07/2017 | 11/2017 |
| Florida Southern College | Lakeland | FL | 06/2013 | 05/2017 |
| Hyvee | Davenport | IA | 06/2015 | 12/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 04/2024 | 05/2025 |
| Abnb Federal Credit Union | Chesapeake | VA | 04/2024 | 05/2025 |
| Lpl Financial Llc | Chesapeake | VA | 05/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-10 |
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