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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 | 2018-05-01 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
3375 Robinhood Rd, Winston Salem, NC 27106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Charlotte | NC | 07/2006 | 09/2016 |
| Pfs Investments Inc. | Charlotte | NC | 02/2008 | 09/2016 |
| Wells Fargo Advisors, Llc. | High Point | SC | 09/2016 | 11/2016 |
| Wells Fargo Bank, Na | Charlotte | NC | 09/2016 | Present |
| Uber | Charlotte | NC | 07/2014 | Present |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, HIGH POINT, NC, 100% OWNERSHIP, START 10/10/2018, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. SPANISH TUTOR, NOT INVT RELATED, HIGH POINT, NC, TUTOR, START DATE 2/10/2020, 24 HRS PER MONTH, 0 HRS DURING TRADING, TUTOR SPANISH FOR ADDITIONAL INCOME. TBD E-COMMERCE BUSINESS; NOT INVESTMENT RELATED; HIGH POINT,NC; 100% OWNERSHIP; START DATE 07/06/2020; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; INDEPENDENT SELLER ON AMAZON
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-08 |
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