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521 East Morehead Street Suite 100, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| SC | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2024-01-18 |
| TX | RA | APPROVED | 2022-07-27 |
| NC | RA | APPROVED | 2021-02-15 |
Branch Locations
521 East Morehead Street Suite 100, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 02/2021 |
| New Republic Capital | Charlotte | NC | 02/2021 | Present |
| New Republic Bank | Charlotte | NC | 02/2021 | Present |
TRUSTEE, VIRGINIA G FAVREAU IRREVOCABLE LIFE INSURANCE TRUST, FAMILY TRUST, NEGLIGIBLE TIME INVOLVED, START 10/2006. AMERICAN STORE & LOCK #5; NOT INVESTMENT RELATED; CHARLOTTE, NC; 3% OWNERSHIP; START DATE 11/2/2006; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; PASSIVE OWNER. REGISTERED REP, NEW REPUBLIC SECURITIES, LLC, AS NEEDED TO PERFORM JOB RESPONSIBILITIES WITH NEW REPUBLIC, START DATE 6/2021, INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-26 |
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