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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-16 |
| NC | RA | APPROVED | 2022-08-01 |
Branch Locations
165 E Franklin St, Chapel Hill, NC 27514 • United States
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
2821 Durham Chapel Hill Blvd, Durham, NC 27707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chapel Hill | NC | 06/2019 | 08/2022 |
| The Orme School | Mayer | AZ | 08/2017 | 06/2019 |
| Oak Hill Academy | Mouth Of Wilson | VA | 08/2016 | 08/2017 |
| Bank Of America, N.A. | Chapel Hill | NC | 08/2019 | 08/2022 |
| Raymond James | Tampa | FL | 08/2016 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-17 |
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