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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-06 |
Branch Locations
6752 Parker Farm Dr, Unit 3, Wilmington, NC 28405 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2013-01-01 |
Branch Locations
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
3105 Glenwood Ave Ste 201 [Support Center], Raleigh, NC 27612 • United States
Wilmington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wilmington | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 11/2016 | Present |
| Wells Fargo Advisors Financial Network | Wilmington | NC | 04/2026 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; N MYRTLE BEACH, NC; START DATE 1/2020; 1 HR PER MONTH; 0 HRS DURING TRADING. SIMPSON FAMILY TRUST; INV RELATED;WILMINGTON,NC; ESTATE PLANNING; TRUSTEE/CO-TRUSTEE; START DATE: 06/03/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; GEORGIA NOBLE WILLIAMS TRUST; INV RELATED;WILMINGTON,NC; SUCCESSOR TRUSTEE OF MY MOTHER'S TRUST; TRUSTEE/CO-TRUSTEE; START DATE: 07/15/2026; 3 HRS PER MONTH; - HRS DURING TRADING; OCEAN KEYES - 601; INV RELATED;NORTH MYRTLE BEACH,SC; RENTALS;50% OWNERSHIP; START DATE: 08/01/2026; 1 HRS PER MONTH; - HRS DURING TRADING; ESTATE OF GEORGIA NOBLE WILLIAMS; INV RELATED;WILMINGTON,NC; EXECUTOR/CO-EXECUTOR/PERSONAL REPRESENTATIVE; 0% OWNERSHIP; START DATE: 08/06/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
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