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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 | 2026-04-24 |
Branch Locations
9808 Rea Rd, Charlotte, NC 28277 • United States
8474 Rozita Lee Ave Ste 400 [Sd-Rbo], Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 12/2015 | 12/2016 |
| Bank Of America, N.A. | Allentown | PA | 12/2015 | 12/2016 |
| Massachusetts Mutual Life Insurance Company | Raleigh | NC | 07/2017 | 03/2018 |
| Mml Investors Services, Llc | Raleigh | NC | 08/2017 | 03/2018 |
| Unemployed | Raleigh | NC | 01/2017 | 07/2017 |
| Morgan Stanley | Raleigh | NC | 01/2020 | 06/2022 |
| 3I Financial Consulting- Self Employed | Raleigh | NC | 03/2018 | 12/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2020 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Durham | NC | 11/2022 | 11/2023 |
| Unemployed | Raleigh | NC | 06/2022 | 11/2022 |
| Bank Of America N.A. | Durham | NC | 11/2022 | 11/2023 |
| Equity Services Inc | Montpelier | VT | 04/2024 | 07/2024 |
| National Life Group | Charlotte | NC | 04/2024 | 07/2024 |
| Unemployed | Raleigh | NC | 12/2023 | 03/2024 |
| Park Avenue Securities | Raleigh | NC | 08/2024 | 09/2025 |
| Guardian Life Insurance Company | Raleigh | NC | 08/2024 | 09/2025 |
| Guardian Life Insurance Company | Charlotte | NC | 08/2024 | 09/2025 |
| Park Avenue Securities | Charlotte | NC | 08/2024 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 04/2026 | Present |
| Wells Fargo Bank, Na | Charlotte | NC | 04/2026 | Present |
| Men's Warehouse | Pineville | NC | 09/2025 | 04/2026 |
| Guitar Center | Pineville | NC | 10/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-12 |
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