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One James Center 901 East Cary Street, Suite 1100, Richmond, VA 23219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-08-02 |
Branch Locations
201 Chatham Street Suite 1, Sanford, NC 27330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Pinehurst | NC | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pinehurst | NC | 11/2016 | 08/2019 |
| Dvenport & Company Llc | Sanford | NC | 08/2019 | Present |
Ingram Family YMCA Advisory Board - 19017 K M Wicker Memorial Dr. Sanford, NC 27330 - Advisory Board Member - Serve as an Ambassador for the Ingram Family YMCA and YMCA of the Triangle. Attend monthly in-person meetings, serve on a subcommittee, participate in the annual fundraising campaign, help strengthen services and advocate for the YMCA within our community. Approximate # of hours/month you devote to this outside activity during non-business hours- 1-5. Approximate # of hours/month you devote to this outside activity during business hours- 1-5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-21 |
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