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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 | 2025-09-11 |
| TX | RA | APPROVED | 2025-09-11 |
Branch Locations
51 S Stanfield Rd, Troy, OH 45373 • United States
1838 Sir Tyler Dr Ste 210 [Satellite], Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Wilmington | NC | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 11/2016 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Wilmington | NC | 09/2025 | Present |
RENTAL PROPERTY, INV RELATED, COLORADO SPRINGS, CO, 100% OWNERSHIP WITH SPOUSE, START 6/1/2020, 2 HOURS PER MONTH, ZERO DURING TRADING, NO DUTIES.; TRUSTEE FOR PARENT'S TRUST, INV RELATED, WILMINGTON, NC, START: 10/28/2022, 1 HR/MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-17 |
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