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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-18 |
Branch Locations
434 Fayetteville St - Ste 1110, Raleigh, NC 27601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Durham | NC | 03/2021 | 07/2021 |
| Wells Fargo Bank, Na | Durham | NC | 08/2001 | 07/2021 |
| Truist Advisory Services, Inc. | Raleigh | NC | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-17 |
| S66 | Uniform Combined State Law Examination | 2001-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-13 |
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