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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 | 2025-06-17 |
Branch Locations
101 Federal Pl Ste 101 [Regional Supervision], Tarpon Springs, FL 34689 • United States
806 Green Valley Rd Ste 100, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 08/2015 | 11/2016 |
| First Citizens Bank | Winston-Salem | NC | 08/2015 | 11/2016 |
| Wells Fargo Clearing Services | Winston Salem | NC | 07/2019 | 08/2021 |
| Wells Fargo Bank | Winston Salem | NC | 07/2019 | 08/2021 |
| Fifth Third Bank | Greensboro | NC | 11/2016 | 06/2019 |
| First Horizon Bank | Greensboro | NC | 08/2021 | 06/2025 |
| Wells Fargo Clearing Services | Greensboro | NC | 06/2025 | Present |
| Wells Fargo Bank | Greensboro | NC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2004-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-29 |
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