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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-30 |
| VA | RA | APPROVED | 1999-10-01 |
Branch Locations
1900 Duke St Ste 100, Alexandria, VA 22314 • United States
Burke, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Alexandria | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | Present |
2. VIRGINIA UNITED METHODIST PENSION, INC; INVESTMENT RELATED; GLEN ALLEN,VA; INVESTMENT COMMITTEE CHAIRMANR; START DATE 05/1/2024; NUMBER OF HOURS PER MONTH 2-3; NUMBER OF HOURS DURING TRADING 2; PROVIDE GUIDANCE AND OVERSIGHT ON CLERGY BENEFIT PROGRAMS AND ATTEND MEETINGS TO DISCUSS RECOMMENDATIONS FROM THE ORGANIZATIONS EXTERNAL INV. ADVISORS, THE INVESTMENT POLICY STATEMENT, VOTING ON MOTIONS, AND OVERSEEING ORGANIZATIONS INVESTED ASSETS. 3.ST. STEPHENS UNITED METHODIST CHURCH; INVESTMENT RELATED; BURKE, VA, STEWARDSHIP COMMITTEE MEMBER; START 7/2023; 8 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: ATTEND MEETINGS, DISCUSS STRATEGY AND WRITE NOTICES. ALEXANDRIA DISTRICT OF UNITED METHODIST CHURCH; NOT INV RELATED; FAIRFAX, VA; RELIGIOUS ; BOARD OF TRUSTEES; START DATE: 10/06/2025; 1 HRS PER MONTH; 1 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-11 |
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