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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 | 2021-08-06 |
Branch Locations
7615 Colony Rd Ste 215A, Charlotte, NC 28226 • United States
1308 Fort Bragg Road Ste 101, Fayetteville, NC 28305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 02/2016 | 05/2018 |
| Fidelity Brokerage Services Llc | Durham | NC | 05/2018 | 01/2021 |
| Wells Fargo Advisors Financial Network | Charlotte | NC | 06/2021 | Present |
| Unemployed | Sanford | NC | 01/2021 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-19 |
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