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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-01 |
| NC | RA | APPROVED | 2022-12-06 |
| SC | RA | APPROVED | 2022-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Hendersonville | NC | 11/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hendersonville | NC | 11/2016 | 11/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hendersonville | NC | 11/2022 | Present |
| Bank Of America N.A. | Hendersonville | NC | 01/2023 | Present |
GRACE BLUE RIDGE CHURCH, INVT RELATED, HENDERSONVILLE, NC, FINANCE COMMITTEE MEMBER, START DATE 12/4/2020, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO REVIEW P&L AND BUDGET STATUS AND SIGN CHECKS AS BACKUP AS NEEDED. I*2657277, Entity Type: , Name of OBA: J H H, Address: Hendersonville, North Carolina, 28739-6363, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/25/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-14 |
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