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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 | 2026-07-17 |
| MO | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 07/2025 | 06/2026 |
| Emerald Lake Golf Club | Stallings | NC | 06/2016 | 09/2020 |
| Cedarwood Country Club | Charlotte | NC | 09/2020 | 05/2022 |
| Autobell | Stallings | NC | 04/2022 | 06/2023 |
| Moving Muscle | Charlotte | NC | 06/2023 | 09/2023 |
| Asset Living | Charlotte | NC | 09/2023 | 06/2025 |
| Skybrook Golf Club | Huntersville | NC | 06/2025 | 07/2025 |
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2021 | 05/2025 |
| Tournament Drive Investors, Llc | Stallings | NC | 06/2016 | 09/2020 |
| Aspen Heights University City | Charlotte | NC | 09/2023 | 06/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-22 |
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