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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 | 2011-04-14 |
| NC | RA | APPROVED | 2002-06-19 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
RENTAL PROPERTY; INV RELATED; KEY WEST, FL; 50% OWNERSHIP W/SPOUSE; START 7/2013; 1 HR PER MONTH 0 DURING TRADING; OWNER/MGMT.| GREATER CHARLOTTE CULTURAL TRUST, INV RELATED, CHARLOTTE, NC, BOARD MEMBER, START 4/1/2024, 4 HOURS PER MONTH, 0 DURING TRADING, ATTEND MEETINGS, PROVIDE OVERSIGHT AND REVIEW OF OUTSIDE CONSULTANT, MONITOR PERFORMANCE.| RENTAL PROPERTY; INV RELATED; CHARLOTTE, NC; 100% OWNERSHIP; START DATE 03/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-01-09 |
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