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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 | 2023-12-13 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Westfield | NJ | 02/2014 | 11/2016 |
| Wells Fargo Bank Na | Westfield | NJ | 02/2014 | 10/2021 |
| Wells Fargo Clearing Services, Llc | Westfield | NJ | 11/2016 | 10/2021 |
| American Bancshares | Miami Lakes | FL | 11/2021 | 03/2022 |
| Td Ameritrade | Charlotte | NC | 04/2022 | 08/2023 |
| Charles Schwab & Co., Inc. | Charlotte | NC | 08/2023 | 12/2023 |
| Wells Fargo Clearing Services, Llc ( | Charlotte | NC | 12/2023 | Present |
CROSS KNOWLEDGE SOLUTIONS LLC, NOT INV RELATED, CHARLOTTE, NC, 100% OWNERSHIP, START 4/14/2021, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, MENTORSHIP FOR BUSINESS MANAGEMENT BASED ON BIBLICAL PERSPECTIVE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-21 |
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