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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-03 |
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
110 Oakwood Drive Suite 470, Winston Salem, NC 27103 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Winston Salem | NC | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston Salem | NC | 11/2016 | 10/2022 |
| Wells Fargo Advisors Financial Network, Llc | Winston Salem | NC | 10/2022 | 04/2025 |
| &Partners | Nashville | TN | 04/2025 | Present |
1. Pison Stream Solutions. Investment related. Initially purchased 1% back in 2019. I am a silent investor and do not participate in anything. Occasionally, I might get on the annual shareholders call. Do not devote any hours to this. 6800 W Snowville Rd Suite 200, Brecksville, OH 44141 2. Tri Properties Colon Road Development. 5425 Page Road. Durham, NC. Real Estate development. Passive investor. Do not devote any hours to this.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-22 |
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