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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 | 2018-03-19 |
| MO | RA | APPROVED | 2013-01-23 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | St Louis | MO | 09/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | St Louis | MO | 11/2016 | Present |
CO-TRUSTEE FOR DAUGHTER, INV RELATED, CONCORD, NC, START: 1/8/2020, 1 HR/MONTH, 0 HRS DURING TRADING.; CO-TRUSTEE FOR SON, INV RELATED, CONCORD, NC, START: 1/8/2020, 1 HR/MONTH, 1 HR DURING TRADING. SPECIAL NEEDS TRUST FOR DAUGHTER; INV RELATED;CONCORD,NC; FINANCIAL DECISIONS ; TRUSTEE/CO-TRUSTEE; START DATE: 07/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
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