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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 | 2022-04-20 |
| NC | RA | APPROVED | 2017-01-12 |
Branch Locations
130 Harbour Pl Dr Ste 200, Davidson, NC 28036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Asheville | NC | 12/2016 | Present |
| Bank Of America | Morganton | NC | 11/2015 | 12/2016 |
MORGANTON DOWNTOWN DEVELOPMENT ASSOCIATION; INV RELATED; MORGANTON, NC; COMMUNITY LEADERSHIP; TREASURER; START DATE: 08/01/2025; 5 HRS PER MONTH; 0 HRS DURING TRADING HOURS; | POWER OF ATTORNEY FOR GRANDPARENT; INV RELATED; MORGANTON, NC; ATTORNEY-IN-FACT/CO-ATTORNEY-IN-FACT; START DATE: 11/11/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING; | POWER OF ATTORNEY FOR GRANDPARENT; INV RELATED; MORGANTON, NC; ATTORNEY-IN-FACT/CO-ATTORNEY-IN-FACT; START DATE: 11/11/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-22 |
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