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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 | 2023-04-26 |
| NC | RA | APPROVED | 2020-02-19 |
Branch Locations
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Raleigh | NC | 10/2019 | Present |
| Wells Fargo Bank | Raleigh | NC | 10/2019 | Present |
| Wells Fargo Private Bank | Raleigh | NC | 09/2017 | 10/2019 |
| Wells Fargo Private Bank | Raleigh | NC | 05/2017 | 09/2017 |
| U.S. Trust | Raleigh | NC | 10/2009 | 05/2017 |
CO-TRUSTEE FOR DAUGHTER'S TRUST, INV RELATED, RALEIGH, NC, START: 12/16/2022, 0 HRS/MONTH, 0 HRS DURING TRADING.; CO-TRUSTE4E FOR SON'S TRUST, INV RELATED, RELEIGH, NC, START: 12/13/2022, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-05 |
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