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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 | 2023-02-01 |
Branch Locations
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
1100 Beaver Creek Commons Dr, Apex, NC 27502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Apex | NC | 06/2016 | 05/2017 |
| Suntrust Bank | Apex | NC | 05/2017 | 09/2018 |
| Suntrust Bank | Atlanta | GA | 09/2018 | 07/2020 |
| Suntrust Investment Services, Inc | Atlanta | GA | 09/2018 | 07/2020 |
| First Horizon Bank | Durham | NC | 07/2020 | 10/2021 |
| First Citizens Investor Services | Raleigh | NC | 01/2022 | 01/2023 |
| Unemployed | Cary | NC | 11/2021 | 01/2022 |
| Wells Fargo Clearing Services, Llc | Apex | NC | 01/2023 | Present |
| Wells Fargo Bank, Na | Apex | NC | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-01 |
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