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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-06 |
| NC | RA | APPROVED | 2023-07-20 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Fort Mill | SC | 06/2015 | 07/2021 |
| Jackson National Life Distributors Llc | Franklin | TN | 12/2021 | 07/2022 |
| Retireone, Inc. | Louisville | KY | 08/2022 | 04/2023 |
| Ef Legacy Securites, Llc | Louisville | KY | 08/2022 | 04/2023 |
| Wells Fargo Clearing Services | Charlotte | NC | 06/2023 | Present |
| Unemployed | Fort Mill | SC | 08/2021 | 11/2021 |
| Unemployed | Fort Mill | SC | 05/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-21 |
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