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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2019-10-21 |
| NC | RA | APPROVED | 2011-04-15 |
Branch Locations
1220 Environ Way Ste 1220, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Chapel Hill | NC | 04/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chapel Hill | NC | 11/2016 | Present |
EL FUTURO; INV RELATED; DURHAM, NC; FINANCE COMMITTEE MEMBER; START DATE 4/18/2024; 1 HOUR PER MONTH; 0 DURING TRADING; EVALUATE CASH FLOW, LIQUIDITY NEEDS, THE FINANCIALS OF THE ORGANIZATION, AND DETERMINE WHETHER ANY OF THE ORGANIZATION'S PROGRAMS SHOULD BE ELIMINATED & REFOCUS ON FINANCIALLY PRODUCTIVE PROGRAMMING. EL FUTURO; INV RELATED; DURHAM, NC; BOARD MEMBER; START DATE 10/31/2024; 1 HOUR PER MONTH; 4 DURING TRADING; ATTENDING FOUR MEETINGS PER YEAR; SERVE AS A LIAISON BETWEEN THE BOARD AND FINANCE COMMITTEE; DISCUSS BUSINESS STRATEGY RELATED TO USE OF RESOURCES FOR SPECIFIC PROGRAMS, STAFFING, TIME, COSTS, AND FUND RAISING; DISCUSS AND VOTE ON FINANCIAL EXPENDITURES; AND ATTEND AN ANNUAL FUNDRAISER. TRUSTEE FOR SPOUSE ; INV RELATED; CHAPEL HILL, NC; TRUSTEE/CO-TRUSTEE; START DATE: 06/30/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-08 |
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