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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_RES | 2025-10-08 |
| NC | RA | APPROVED | 2002-06-20 |
Branch Locations
6000 Fairview Rd Ste 800, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
CAROLINA BUSINESS REVIEW, 119 EAST 8TH STREET, CHARLOTTE NC, WEEKLY BUSINESS ANALYSIS PROGRAM ON PBS, PROGRAM MODERATOR & EXECUTIVE PRODUCER, BEGAN 10/14/1991, 15% OF TIME SPENT PER WEEK-MOSTLY PRIOR TO BUSINESS DAY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-26 |
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