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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 | 2022-06-02 |
| NC | RA | APPROVED | 2022-05-16 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Fifth Third Bank | Charlotte | NC | 06/2017 | 11/2020 |
| Bank Of America Merrill Lynch | Charlotte | NC | 10/2011 | 06/2017 |
| Fifth Third Securities | Charlotte | NC | 08/2017 | 11/2020 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 02/2022 | Present |
| Digital Intelligence Systems (Disys) | Charlotte | NC | 05/2021 | 08/2021 |
| Concord High School | Concord | NC | 11/2021 | 02/2022 |
| Unemployed | Charlotte | NC | 11/2020 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-16 |
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