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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-21 |
Branch Locations
11613 N Main St , Archdale , NC 27263 • United States
3200 Randleman Rd , Greensboro, NC 27406 • United States
3600 N Elm St , Greensboro, NC 27455 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
1509 Highwoods Blvd, Greensboro, NC 27410 • United States
1414 West Northwood Street, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Winston-Salem | NC | 11/2005 | 04/2021 |
| Wells Fargo Advisors Llc | Greensboro | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 11/2016 | 04/2021 |
| First Citizens Investor Services | Raleigh | NC | 04/2021 | Present |
Martin Rental Property; non-investment related; 3035 Windchase Ct. High Point NC 27265; Rental Property with lease agreement starting August 1, 2023; Co-Owner; 5 hours per month/0 during trading hours; Maintenance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-01 |
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