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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 | 2025-09-05 |
Branch Locations
352 Williamson Rd, Mooresville, NC 28117 • 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 | Mooresville | NC | 06/2025 | Present |
| Wells Fargo Bank, Na | Mooresville | NC | 04/2022 | Present |
| Optima Tax Relief | Santa Ana | CA | 06/2021 | 12/2021 |
| Alleviate Tax | Irvine | CA | 02/2021 | 05/2021 |
| Inszone Insurance Services Llc. | Sacramento | CA | 05/2015 | 11/2020 |
| Target | Kannapolis | NC | 06/2021 | Present |
Target Stores. Retail business. Customer service clerk. From 06/2021 to present. Part-Time. Approximately 40 hours monthly. I only work on weekends. I do not devote any additional hours during the bank work week to this part time job. This business is NOT an investment related occupation. My duties are to assist customers with picking up their orders, return items, make purchases, make payments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-12 |
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