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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 | 2025-03-03 |
| NC | RA | APPROVED | 2022-05-13 |
Branch Locations
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
3100 Dr M L King Jr Blvd, New Bern, NC 28562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilson | NC | 12/2014 | 05/2022 |
| Bank Of America, N.A. | New Bern | NC | 04/2015 | 05/2022 |
| Wells Fargo Clearing Services, Llc | New Bern | NC | 05/2022 | Present |
NC MARINE FISHERIES COMMISSION ; INV RELATED; MOREHEAD CITY, NC; STANDING ADVISORY COMMITTEE MEMBER; START DATE: 01/01/2026; 3 HRS PER MONTH; 0 HRS DURING TRADING; | CRAVEN COUNT CRIME STOPPERS ; NOT INV RELATED; NEW BERN,NC; COMMUNITY AWARENESS; VICE-PRESIDENT; START DATE: 02/05/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-23 |
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