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2108 South Boulevard Suite 200, Charlotte, NC 28203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2023-02-13 |
Branch Locations
2108 South Boulevard Suite 200, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | St. Louis | MO | 12/2014 | 09/2016 |
| Wells Fargo Funds Distributor, Llc | Menomonee Falls | WI | 09/2016 | 02/2022 |
| New Gen Minting Llc (D/B/A Viridi Funds) | Charlotte | NC | 02/2022 | 11/2022 |
| Quasar Distributors, Llc | Charlotte | NC | 04/2022 | 12/2022 |
| Cannon Advisors | Charlotte | NC | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
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