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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 | 2025-01-25 |
Branch Locations
5075 Nc Highway 49 S, Harrisburg, NC 28075 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Huntersville | NC | 09/2024 | Present |
| Wells Fargo Bank, Na | Huntersville | NC | 05/2022 | Present |
| Better Mortgage | Charlotte | NC | 05/2021 | 02/2022 |
| Better Mortgage | Charlotte | NC | 08/2020 | 05/2021 |
| Unemployed | Cornelius | NC | 06/2020 | 08/2020 |
| Townsquare Interactive | Charlotte | NC | 09/2019 | 06/2020 |
| Citibank | Gray | TN | 02/2019 | 08/2019 |
| Tusculum University | Greeneville | TN | 09/2018 | 01/2019 |
| Dialamerica | Johnson City | TN | 03/2017 | 09/2018 |
| Lees-Mcrae College | Banner Elk | NC | 08/2015 | 02/2017 |
MYERS PARK HIGH SCHOOL; NOT INV. RELATED; CHARLOTTE, NC; MEN'S VARSITY LACROSSE HEAD COACH; START DATE 9/1/2021; 40 HOURS PER MONTH; 0 HOURS DURING TRADING; DUTIES: CREATE PRACTICE PLANS, SCHEDULE GAMES, MENTOR HIGH SCHOOL ATHLETES AND PREPARE THEM FOR LIFE AFTER HIGH SCHOOL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
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