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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 | 2004-01-05 |
Branch Locations
130 Harbour Pl Dr Ste 200, Davidson, NC 28036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Huntersville | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Huntersville | NC | 11/2016 | Present |
DAVIDSON DAY SCHOOL; NOT INV RELATED; DAVISON, NC; SCHOOL; ASSISTANT BASKETBALL COACH; START 11/1/2009; 50 HRS MONTH; 0 HRS DURING TRADING; COACH HIGH SCHOOL AGE KIDS JV / VARSTIY BASKETBALL. PRO SKILLS BASKETBALL, NOT INV RELATED, CHARLOTTE, NC, BASKETBALL COACH, START 3/25/2022, 20 HOURS PER MONTH, ZERO HOURS DURING TRADING, TRAVEL BASKETBALL COACHING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-17 |
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