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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-05-05 |
| NC | RA | APPROVED | 2022-04-28 |
| KY | RA | APPROVED | 2021-02-19 |
| TX | RA | APPROVED_RES | 2021-02-16 |
| OH | RA | APPROVED | 2021-01-31 |
Branch Locations
3455 Peachtree Rd Ne Division - Southeast, Atlanta, GA 30326 • United States
Charlotte, NC • United States
8015 W Kenton Cir, Huntersville, NC 28078 • United States
115 Tom Hall St, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charlotte | NC | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 01/2021 | Present |
| Target | Charlotte | NC | 10/2017 | 12/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
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