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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| NC | RA | APPROVED | 2026-07-08 |
Branch Locations
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Mooresville | NC | 02/2014 | 11/2016 |
| Wells Fargo Bank, Na | Mooresville | NC | 02/2014 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Mooresville | NC | 11/2016 | 12/2018 |
| Morgan Stanley | Raleigh | NC | 12/2018 | 12/2022 |
| Unemployed | Raleigh | NC | 01/2023 | 02/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2023 | 01/2024 |
| Coastal Federal Credit Union | Raleigh | NC | 02/2023 | 01/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2024 | 07/2026 |
| Cetera Investment Advisers Llc | Raleigh | NC | 02/2024 | 07/2026 |
| First National Bank Of Pa | Raleigh | NC | 02/2024 | Present |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-30 |
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