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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 | 2025-05-20 |
| NY | RA | APPROVED | 2023-02-06 |
| NC | RA | APPROVED | 2022-08-05 |
Branch Locations
4242 Six Forks Road Suite 1550 [Satellite], Raleigh, NC 27609 • United States
572 Titus Ave, Rochester, NY 14617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc / Jhfn | Boston | MA | 08/2014 | 11/2018 |
| Royal Alliance Associates, Inc. | Raleigh | NC | 11/2018 | Present |
| Wells Fargo Advisors Financial Network, Llc | Raleigh | NC | 07/2022 | Present |
OCEANFRONT RESIDENCE CLUB HOA; NOT INV. RELATED; DAUFUSKIE ISLAND,SC; BOARD MEMBER; START DATE 09/19/2022; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS OPERATIONS OF THE PROPERTY GROUP. CLARITY WEALTH MANAGEMENT LLC, INV RELATED, RELEIGH, NC, 100% OWNERSHIP, START 1/3/23, 20 HRS PER MONTH/TRADING, FINET PRACTICE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-21 |
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