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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_RES | 2025-07-05 |
| NC | RA | APPROVED | 2025-05-01 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federated Investors Inc | Pittsburgh | PA | 04/2015 | 07/2016 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 06/2015 | 07/2016 |
| Federated Global Investment Management Corp | New York | NY | 06/2015 | 07/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck | NY | 06/2017 | 07/2023 |
| Golf Club | Ny | NY | 08/2016 | 05/2017 |
| Bank Of America, N.A. | Great Neck | NY | 08/2017 | 07/2023 |
| Disys | Mclean | VA | 05/2024 | 04/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 06/2024 | 07/2024 |
| Self | Crested Butte | CO | 08/2023 | 03/2024 |
| Wells Fargo Clearing Services | Charlotte | NC | 04/2025 | Present |
| Gallien Inc | Charlotte | NC | 03/2024 | 06/2024 |
| Gt Construction | Charlotte | NC | 07/2024 | 02/2025 |
| Student | Charlotte | NC | 02/2025 | 04/2025 |
| Federated Investment Counseling | Pittsburgh | PA | 06/2015 | 07/2016 |
| Federated Securities Corp | Pittsburgh | PA | 04/2015 | 07/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-11 |
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