Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-04-10
  • VA RA
    APPROVED
    Since 2024-04-10

Branch Locations

14011D Saint Germain Dr, Centreville, VA 20121 • United States

2575 John Milton Dr, Herndon, VA 20171 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Centreville VA 11/2023 Present
Wells Fargo Bank, Na Centreville VA 11/2023 Present
Truist Reston VA 11/2015 11/2023
Other Businesses

CRAFTED WITH PURPOSE LLC; INV RELATED;CHANTILLY,VA; CREATING & SELLING CRAFTS;100% OWNERSHIP; START DATE: 04/26/2026; 40 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-09
S63 Uniform Securities Agent State Law Examination 2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2024-04-09
  • S63 Uniform Securities Agent State Law Examination
    2024-03-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Centreville, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor