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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-10 |
Branch Locations
2820 Selwyn Ave. Suite 360, Charlotte, NC 28209 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • 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 | 01/2025 |
| &Partners | Nashville | TN | 01/2025 | Present |
CARRBORO RIC(K)'S LLC POSITION: None NATURE: Entity to own a condo in Chapel Hill, NC. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/17/2023 ADDRESS: Charlotte, NC 28204, United States DESCRIPTION: None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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