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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 | 2026-04-21 |
Branch Locations
839 Providence Rd, Charlotte, NC 28207 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Miami Beach | FL | 12/2016 | 08/2021 |
| Wells Fargo Bank Na | Miami Beach | FL | 09/2015 | 08/2021 |
| Fidelity Investments | Miami | FL | 08/2021 | 05/2023 |
| Truist Advisory Services Inc. | Bal Harbour | FL | 05/2023 | 11/2025 |
| Truist Investment Services Inc. | Bal Harbour | FL | 05/2023 | 11/2025 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 04/2026 | Present |
| Wells Fargo Bank, Na | Charlotte | NC | 03/2026 | Present |
| Unemployed | Miami | FL | 12/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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