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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-06 |
Branch Locations
550 S Tryon St, Charlotte, NC 28202 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-06-17 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Charlotte | NC | 03/2012 | 12/2019 |
| Bankers Life Securities, Inc. | Charlotte | NC | 05/2016 | 12/2019 |
| Disys | Charlotte | NC | 03/2021 | 06/2021 |
| Wells Fargo Clearing Services | Charlotte | NC | 06/2021 | Present |
| Robert Half International | Charlotte | NC | 12/2019 | 04/2020 |
| Unemployed - Covid-19 Lay Off | Charlotte | NC | 04/2020 | 03/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-14 |
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