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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 | 2021-09-30 |
| TX | RA | APPROVED | 2021-09-30 |
Branch Locations
7615 Colony Rd Ste 215A, Charlotte, NC 28226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 03/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
BESPOKE ASSET MANAGMENT LLC, INV RELATED, MATTHEWS, NC, 100% OWNERSHIP, START 10/1/2021, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
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