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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-10 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
1525 W Wt Harris Blvd 5Th Fl [Clt Rcast], Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 07/2014 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 08/2025 | Present |
| Randstad | Charlotte | NC | 08/2025 | 04/2026 |
| Unemployed | Charlotte | NC | 10/2024 | 06/2025 |
| Prospect Airport Services | Charlotte | NC | 06/2025 | Present |
Prospect Airport Services, 2905 Queen City Dr., Ste B, Charlotte, NC 28208. NOT investment related. Assisting wheelchair bound passengers with navigating the airport terminals. Passenger Service Assistant. Started June 2025 to Present. I work 8 1/2 hours/per week on Saturdays.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-29 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-11 |
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