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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-03-25 |
| NC | RA | APPROVED | 2002-06-20 |
Branch Locations
15801 Brixham Hill Ave Ste 100, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Concord | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Concord | NC | 11/2016 | Present |
RENTAL PROPERTY; INV. RELATED; CHARLOTTE, NC; OWNER; RENTAL; START DATE 1/2015; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY; INV. RELATED; CHARLOTTE, NC; OWNER; RENTAL; START DATED 1/2015; 1 HR PER MONTH; 0 HRS DURING TRADING. RENTAL PROPERTY, INV RELATED, CHARLOTTE, NC; 100% OWNERSHIP, START: 2/20/17, 1 HOUR/MONTH, 0 DURING TRADING, LANDLORD RENTAL PROPERTY, INV RELATED, CHARLOTTE, NC; 100% OWNERSHIP, START: 2/1/17, 1 HOUR/MONTH, 0 DURING TRADING, LANDLORD
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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