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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 | 2024-09-17 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
301 S Tryon St 1St Fl, Charlotte, NC 28282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Milwaukee | WI | 08/2015 | 12/2020 |
| U.S. Bank | Milwaukee | WI | 10/2015 | 12/2020 |
| Wells Fargo Bank | Charlotte | NC | 07/2022 | Present |
| Wells Fargo Clearing Services | Charlotte | NC | 01/2023 | Present |
| Innosource | Dublin | OH | 05/2021 | 08/2021 |
| University Of Wisconsin-Madison | Madison | WI | 09/2021 | 05/2022 |
| University Of Wisconsin-Madison | Madison | WI | 08/2020 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
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