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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 | 2026-05-19 |
Branch Locations
112 S Main St, Davidson, NC 28036 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Huntersville | NC | 11/2024 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | Huntersville | NC | 11/2024 | 03/2026 |
| Truliant Federal Credit Union | Charlotte | NC | 11/2015 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Davidson | NC | 03/2026 | Present |
| Wells Fargo Bank, Na | Davidson | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-29 |
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