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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 | 2022-01-28 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
1401 Matthews Mint Hill Rd, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Matthews | NC | 05/2021 | Present |
| Wells Fargo Bank, Na | Matthews | NC | 07/2013 | Present |
Trustee to the family trust account - Gregorio and Olga Szarko family trust Trust includes rental properties that belong to the trust. began being trustee in 2007 don't have hours set in this trust, have a management company that takes care of all the rentals including repairs, I only distribute funds from the account to family if needed.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-27 |
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