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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 | 2022-06-20 |
| TX | RA | APPROVED_RES | 2022-06-20 |
Branch Locations
572 Titus Ave, Rochester, NY 14617 • United States
13420 Reese Blvd W, Ste 13 [Satellite], Huntersville, NC 28078 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | Huntersville | NC | 06/2022 | Present |
OPTIO WEALTH MANAGEMENT LLC, INV RELATED, HUNTERSVILLE, NC, 100% OWNERSHIP, START 5/18/2022, 40 HOURS PER MONTH, 7.5 HOURS DURING TRADING, FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-04 |
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