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6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-09 |
Branch Locations
6340 Quadrangle Drive Suite 100, Chapel Hill, NC 27517 • United States
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 |
|---|---|---|---|---|
| Hilltop Wealth Advisors, Llc | Chapel Hill | NC | 04/2026 | Present |
| Wells Fargo Advisors, Llc | Raleigh | NC | 04/2014 | 03/2023 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 11/2016 | 03/2023 |
| The Vanguard Group, Inc. | Charlotte | NC | 04/2023 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-03 |
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