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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_RES | 2003-07-11 |
| NC | RA | APPROVED | 2003-07-01 |
Branch Locations
6000 Fairview Rd Ste 800, Charlotte, NC 28210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
GASTON ASSOCIATES, INV RELATED, CO-OWNER COMMERCIAL RENTAL PROPERTY, 1 HOUR/MONTH DOGWOOD MEADOWS LLC, INV RELATED, 50% OWNERSHIP, START 2/7/2018, 5 HOURS PER MONTH, ZERO DURING TRADING, MANAGING PARTNER FARM LAND LEASE AND RENTAL PROPERTY. WSC HOLDINGS, LLC, INVT RELATED, CLOVER, NC, 100% OWNERSHIP, START DATE 3/25/2019, 8 HRS PER MONTH, 0 HRS DURING TRADING, WATCHING EXPENSES AND GENERAL WEEKEND MAINTENANCE. SUCCESSION HOLDINGS, LLC; INV RELATED;LAKE WYLIE ,SC; RAW LAND HOLDING;100% OWNERSHIP; START DATE: 02/19/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; GASTON ASSOCIATES; INV RELATED;CHARLOTTE,NC; REAL ESTATE ;50% OWNERSHIP; START DATE: 05/12/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-02 |
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