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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 | 2026-04-06 |
Branch Locations
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
6000 Fairview Rd Ste 800, Charlotte, NC 28210 • 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 | 2025-01-15 |
Branch Locations
6000 Fairview Rd Ste 800, Charlotte, NC 28210 • United States
Charlotte, NC • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Phoenix | AZ | 02/2015 | 11/2017 |
| Usaa Financial Planning Services | Phoenix | AZ | 04/2015 | 11/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 07/2018 | 12/2024 |
| Unemployed | Phoenix | AZ | 11/2017 | 07/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 12/2024 | Present |
| Wells Fargo Advisors Financial Network | Charlotte | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-21 |
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