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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-06 |
Branch Locations
300 S Tyron St, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Charlotte | NC | 08/2007 | 05/2026 |
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 05/2026 |
| American Enterprise Investment Services Inc. | Charlotte | NC | 05/2026 | Present |
| Ameriprise Financial Services, Llc | Charlotte | NC | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-16 |
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