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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-30 |
Branch Locations
214 N. Tryon Street 32Nd Floor, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Summit | NJ | 11/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summit | NJ | 11/2016 | 09/2025 |
| Truist Investment Services, Inc. | Charlotte | NC | 09/2025 | Present |
| Truist Advisory Services, Inc | Charlotte | NC | 09/2025 | Present |
FINRA DISPUTE RESOLUTION 1735 K STREET WASHINTON DC. NON-PUBLIC ARBITRATOR. START 9/2013. AVERAGE OF 2 HOURS WHEN REQUIRED. SERVING AS A FINRA ARBITRATOR FOR INDUSTRY DISPUTES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-14 |
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