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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-25 |
Branch Locations
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
128 S Tryon Street, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charlotte | NC | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 11/2019 |
| Bb&T Securities, Llc | Charlotte | NC | 11/2019 | 03/2026 |
| Truist Investment Services, Inc. | Atlanta | GA | 02/2021 | 07/2021 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2026 |
| Truist Investment Services, Inc. | Atlanta | GA | 07/2021 | 03/2026 |
| First Citizens Investor Services | Raleigh | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
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