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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 | 2026-04-14 |
Branch Locations
2373 Hendersonville Rd, Arden, NC 28704 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Roanoke | VA | 09/2001 | Present |
| Wells Fargo Advisors Llc | Brevard | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Brevard | NC | 11/2016 | Present |
CHICK-FIL-A, NOT INVT RELATED, ASHEVILLE, NC, TEAM MEMBER, START 9/21/2021, 40 HRS PER MONTH, 0 HRS DURING TRADING, SERVICE TEAM MEMBER.; POPPY'S POCORN, NOT INV RELATED, BLACK MOUNTAIN, NC, FOOD DEMONSTRATOR, 15 HOURS A MONTH, 0 HOURS DURING TRADING, DOING FOOD DEMONSTRATIONS. AMAZON ; NOT INV RELATED; MILLS RIVER, NC; DELIVERY DRIVER; START DATE: 09/01/2025; 16 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-20 |
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