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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 | 2026-06-01 |
Branch Locations
550 S Tryon St, Charlotte, NC 28202 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-06 |
Branch Locations
Huntersville, NC • United States
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network | Charlotte | NC | 06/2026 | Present |
| Us Tech Solutions | Jersey City | NJ | 02/2021 | 11/2024 |
| Wells Fargo Clearing Services Llc | Charlotte | NC | 02/2021 | Present |
| City Year | Jacksonville | FL | 07/2017 | 06/2018 |
| City Year | Boston | MA | 07/2018 | 06/2019 |
| University Of St. Andrews | St. Andrews | 09/2019 | 08/2020 | |
| East Carolina University | Greenville | NC | 08/2014 | 05/2017 |
| Unemployed | London | 09/2020 | 12/2020 | |
| Unemployed | Jacksonville | FL | 12/2020 | 02/2021 |
RICE FAMILY FOUNDATION, INV RELATED, JACKSONVILLE, FL, BOARD MEMBER, START 5/5/2020, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, CHARITABLE FAMILY DONATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-30 |
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