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550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-05-14 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2020 | 04/2021 |
| Wells Fargo Bank N.A. | Charlotte | NC | 09/2018 | 09/2019 |
| Bankers Life & Casualty | Charlotte | NC | 03/2018 | 06/2018 |
| Quail Hollow Club | Charlotte | NC | 05/2017 | 09/2019 |
| Carolina Rent A Car | Charlotte | NC | 09/2016 | 12/2016 |
| Duckworth's Bar And Grill | Charlotte | NC | 11/2019 | 03/2020 |
| Ghengis Grill | Charlotte | NC | 10/2019 | 12/2019 |
| Red Ventures | Charlotte | NC | 01/2016 | 09/2016 |
| Unemployed | Charlotte | NC | 08/2016 | 12/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 03/2020 | 08/2020 |
| Ally Invest Securities, Llc | Charlotte | NC | 05/2021 | 01/2022 |
| Wells Fargo Bank, N. A. | Charlotte | NC | 09/2022 | 05/2025 |
| Wells Fargo Securities, Llc | Charlotte | NC | 02/2024 | 05/2025 |
| Unemployed | Charlotte | NC | 12/2017 | 03/2018 |
| Signature Consultants | Charlotte | NC | 03/2022 | 09/2022 |
| Wells Fargo Investment Institute, Inc. | Charlotte | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-12 |
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