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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-14 |
| NC | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
11006 Rushmore Dr Ste 125 [Satellite], Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Ballantyne | NC | 02/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ballantyne | NC | 11/2016 | 08/2026 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 08/2026 | Present |
THE GRAVELLE FINANCIAL STRATEGIES GROUP, LLC ; INV RELATED;MARVIN,NC; WEALTH MANAGEMENT AND INVESTMENT PLANNING;50% OWNERSHIP; START DATE: 08/14/2026; 180 HRS PER MONTH; 180 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-02 |
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