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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-30 |
Branch Locations
4950 S 48Th St, Phoenix, AZ 85040 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Northport | AL | 12/2015 | 11/2016 |
| Wells Fargo Bank, Na | Chandler | AZ | 05/2010 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Northport | AL | 11/2016 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Chandler | AZ | 05/2023 | 04/2025 |
| Target Corporation | Phoenix | AZ | 12/2018 | 01/2019 |
| First Citizens Investor Services | Raleigh | NC | 05/2025 | Present |
| First Citizens Bank | Phoenix | AZ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-17 |
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