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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-25 |
| VA | RA | APPROVED | 2026-02-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | St Louis | MO | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | 11/2025 |
| Truist Investment Services, Inc | Mclean | VA | 01/2026 | Present |
| Truist Advisory Services, Inc | Mclean | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-11 |
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