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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 | 2024-04-29 |
| TX | RA | APPROVED | 2024-04-05 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
1135 Military Cutoff Rd Ste 201 [Satellite], Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wilmington | NC | 07/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 11/2016 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Wilmington | NC | 04/2024 | Present |
RISING COVEY PARTNERS LLC; INV. RELATED; WILMINGTON, NC; OWNER; FINET; START DATE 11/29/2023; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: OPEN LLC IN PREPARATION OF FINET TRANSITION.| ATLAS INVESTMENT MANAGEMENT LLC; INV. RELATED; HAMPSTEAD, NC; 25% OWNERSHIP; UMBRELLA LLC FOR FINET TEAM; START DATE 11/15/2023; 0 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: OPENED UMBRELLA LLC FOR FINET TEAM.| RENTAL PROPERTY: INV RELATED; CHARLOTTE, NC; 100% OWNERSHIP WITH SPOUSE; START 03/01/2024; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD.| RENTAL PROPERTY; INV RELATED; WILMINGTON, NC; 100% OWNERSHIP WITH SPOUSE; START 03/01/2024; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; LANDLORD| J HARRIS GP, LLC; INV RELATED; WILMINGTON, NC 90% OWNERSHIP; START DATE 01/10/2025; 1 HOUR PER MONTH; 1 HOUR DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-16 |
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