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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 | 2023-04-27 |
| NC | RA | APPROVED | 2009-03-31 |
Branch Locations
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Southern Pines | NC | 01/2000 | Present |
| Wells Fargo Advisors Llc | Southern Pines | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Southern Pines | NC | 11/2016 | Present |
RENTAL PROPERTY / BSSSJS PROPERTIES, LLC; INV RELATED; BELL ARTHUR, NC; FARMLAND; 50% OWNERSHIP; START 6/15/2015; 1 HOUR PER MONTH, 0 DURING TRADING; LANDLORD. RENTAL PROPERTY; INV. RELATED; MYRTLE BEACH, SC; CO-OWNER; START DATE 11/25/2016; 2 HRS PER MONTH; 0 HRS DURING TRADING. POWER OF ATTORNEY FOR MOTHER; INV. RELATED; PINEHURST, NC; START DATE 3/12/2018; 1 HR PER MONTH; 0 HRS DURING TRADING. ESTATE OF MOTHER; INV RELATED; RALEIGH, NC; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; START DATE: 11/13/2025; 4 HRS PER MONTH; 4 HRS DURING TRADING; | BSSSJS PROPERTIES, LLC; INV RELATED; CARY,NC; FARMLAND MANAGEMENT;50% OWNERSHIP; START DATE: 05/01/2015; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-26 |
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