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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 | 2018-08-02 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America,Na | Charlotte | NC | 11/2010 | 08/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 08/2018 | Present |
TRUSTEE FOR SIBLING, INV RELATED, CHARLOTTE, NC, START 9/04/2018, 2 HRS/MONTH, 2 HRS DURING TRADING. CONSTRUCTION FINANCIAL MANAGEMENT ASSOCIATION, NOT INV RELATED, CHARLOTTE, NC, MEMBERSHIP COMMITTEE MEMBER, START 8/2/20217, 2 HOURS PER MONTH, ZERO DURING TRADING, DUTIES: HELPING RECRUIT NEW MEMBERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-17 |
| S66 | Uniform Combined State Law Examination | 1998-02-13 |
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