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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 | 2024-03-15 |
Branch Locations
5636 Plank Rd, Fredericksburg, VA 22407 • United States
1753 Pinnacle Dr 3Rd Fl [V6-Rbo], Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Fredericksburg | VA | 10/2023 | Present |
| Wells Fargo Bank, Na | Fredericksburg | VA | 11/2021 | Present |
| Brightview Senior Living | Great Falls | VA | 09/2019 | 11/2021 |
| Wendys | Culpeper | VA | 04/2018 | 09/2019 |
| Unemployed | Culpeper | VA | 05/2016 | 04/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-22 |
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