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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 | 2021-10-21 |
| FL | RA | APPROVED | 2007-02-01 |
Branch Locations
190 Biltmore Ave, Asheville, NC 28801 • United States
Black Mountain, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boca Raton | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2016 | Present |
STONECREST HOMEOWNERS ASSOCIATION; NOT INV. RELATED; BLACK MOUNTAIN, NC; TREASURER; HOA; START DATE 4/2024; 1 HOUR PER MONTH; 0 HOURS DURING BUSINESS; DUTIES: ATTEND BOARD MEETINGS AS NEEDED, ATTEND ANNUAL HOA MEETINGS, COLLECT ANNUAL DUES, PAY HOA EXPENSES AND KEEP AN EXCEL RECORD/BOOKKEPPING OF DEPOSITS AND EXPENSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-11 |
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