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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-30 |
| NC | RA | APPROVED | 2016-06-09 |
Branch Locations
130 Harbour Pl Dr Ste 200, Davidson, NC 28036 • United States
Huntersville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lake Norman | NC | 06/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Norman | NC | 11/2016 | Present |
ESTATE OF UNCLE; INV RELATED; WADESBORO, NC; SERVE AS EXECUTOR; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 11/03/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; THE BENNETT FAMILY CEMETERY TRUST; INV RELATED; WADESBORO, NC; TRUSTEE; TRUSTEE/CO-TRUSTEE; START DATE: 12/01/2025; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-27 |
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