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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-27 |
| MD | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Washington | DC | 12/2012 | 03/2025 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 03/2025 | Present |
VAN KIRK GP, LLC;INV RELATED; WASHINGTON, DC; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 08/11/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-13 |
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