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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 | 2024-05-03 |
Branch Locations
1616 Village Market Blvd Se, Leesburg, VA 20175 • 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 | Herndon | VA | 01/2024 | Present |
| Wells Fargo Bank, Na | Herndon | VA | 01/2024 | Present |
| Unemployed | Stephenson | VA | 04/2023 | 01/2024 |
| Wells Fargo Bank, Na | Stephenson | VA | 01/2022 | 04/2023 |
| Wells Fargo Bank Na | Winchester | VA | 11/2015 | 01/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-11 |
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