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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-23 |
| SC | RA | APPROVED | 2025-12-04 |
| TX | RA | APPROVED | 2025-12-04 |
Branch Locations
4064 Colony Road Two Morrocroft Centre, Suite 450, Charlotte, NC 28211 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charlotte | NC | 10/2009 | 11/2016 |
| Wells Fargo Advisors, Llc | Charlotte | NC | 11/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 12/2025 |
| Janney Montgomery Scott Llc | Charlotte | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-30 |
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