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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Washington | DC | 02/1992 | 03/2022 |
| Wells Fargo Clearing Services | Washington | DC | 02/2021 | 03/2022 |
| Truist Advisory Services, Inc. | Mclean | VA | 03/2022 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, CHEVY CHASE, MD, START: 1/31/2012, 4 HRS/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR MOTHER'S TRUST, INV RELATED, CHEVY CHASE, MD, START: 1/31/2012, 4 HRS/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR PARENT'S TRUST, INV RELATED, CHEVY CHASE, MD, START: 1/31/2012, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR SON, INV RELATED, CHEVY CHASE, MD, START: 11/25/1997, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR DAUGHTER, INV RELATED, CHEVY CHASE, MD, START: 10/20/1999, 1 HR/MONTH, 0 HRS DURING TRADING.
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