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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 | 2025-01-14 |
Branch Locations
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
25420 Eastern Marketplace Plz, South Riding, VA 20152 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | South Riding | VA | 10/2024 | Present |
| Wells Fargo Bank, Na | South Riding | VA | 09/2023 | Present |
| New York Life | Vienna | VA | 04/2023 | 07/2023 |
| George Mason Student Government And Funding Board | Fairfax | VA | 07/2022 | 05/2023 |
| H&R Block | Fairfax | VA | 01/2023 | 04/2023 |
| Staples | Fairfax | VA | 06/2020 | 06/2021 |
| George Mason University | Fairfax | VA | 08/2019 | 07/2023 |
| James Madison High School | Vienna | VA | 01/2018 | 07/2019 |
| N/A | Vienna | VA | 07/2023 | 09/2023 |
| Papyrus | Mclean | VA | 01/2020 | 02/2020 |
| Mcdonald's | Vienna | VA | 08/2018 | 12/2018 |
| The Gilbert School | Winsted | CT | 02/2015 | 06/2017 |
| N/A | Guangzhou | 07/2017 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-19 |
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