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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 | 2025-10-23 |
Branch Locations
2316 E Little Creek Rd, Norfolk, VA 23518 • United States
999 Waterside Dr Ste 1800, Dominion Tower [V4-Rbo], Norfolk, VA 23510 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Norfolk | VA | 09/2023 | 05/2025 |
| J.P. Morgan Securities Llc | Norfolk | VA | 09/2023 | 05/2025 |
| Chartway Federal Credit Union | Virginia Beach | VA | 09/2021 | 09/2023 |
| Valpak Of Southern Virginia | Virginia Beach | VA | 08/2018 | 12/2018 |
| Diamond Resorts International | Virginia Beach | VA | 06/2017 | 07/2018 |
| Frontier Airlines | Denver | CO | 09/2016 | 01/2017 |
| Unemployed | Portsmouth | VA | 02/2017 | 05/2017 |
| Unemployed | Portsmouth | VA | 01/2019 | 08/2021 |
| Wells Fargo Bank, Na | Norfolk | VA | 09/2025 | Present |
| Wells Fargo Clearing Services, Llc | Norfolk | VA | 09/2025 | Present |
| Chartway Federal Credit Union | Virginia Beach | VA | 05/2025 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-30 |
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