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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-16 |
Branch Locations
6555 North Federal Hwy, Ft Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Baltimore | MD | 05/2014 | 12/2016 |
| Wells Fargo Bank | Baltimore | MD | 11/2013 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 04/2017 | 01/2021 |
| Fieldpoint Private Securities, Llc | Greenwich | CT | 01/2021 | 05/2023 |
| Lpl Financial Llc | Atlanta | GA | 05/2023 | 01/2024 |
| Fieldpoint Private Bank | Greenwich | CT | 01/2021 | 05/2023 |
| M&T Bank | Atlanta | GA | 05/2023 | 02/2024 |
| First Citizens Investor Services | Raleigh | NC | 06/2025 | Present |
| First Citizens Bank | Alpharetta | GA | 06/2025 | Present |
| Unemployed | Atlanta | GA | 03/2024 | 04/2024 |
| First Citizens Bank | Atlanta | GA | 04/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-24 |
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