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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 | 2026-02-02 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 08/2021 | 09/2023 |
| Woodberry Forest School | Woodberry Forest | VA | 09/2013 | 05/2017 |
| University Of South Carolina | Columbia | SC | 08/2017 | 05/2021 |
| Encore Bistro And Bar | Dennis | MA | 06/2017 | 08/2017 |
| Wychmere Beach Club | Harwich Port | MA | 06/2018 | 08/2018 |
| Stay Alert Safety Services | West Columbia | SC | 06/2019 | 08/2019 |
| Stay Alert Safety Services | West Columbia | SC | 05/2020 | 08/2020 |
| Horizon Investments Llc | Charlotte | NC | 10/2023 | 11/2025 |
| Quasar Distributors, Llc | Charlotte | NC | 12/2023 | 12/2025 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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