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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-12-16 |
| AL | RA | APPROVED | 2024-12-02 |
| GA | RA | APPROVED | 2021-01-08 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Charlotte | NC | 02/2013 | 06/2017 |
| Wells Fargo Advisors, Llc | Charlotte | NC | 07/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 06/2017 |
| Pnc Investments | Charlotte | NC | 08/2017 | 03/2018 |
| Pnc Investments | Charlotte | NC | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-10 |
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