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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-25 |
| NC | RA | APPROVED | 2002-04-17 |
Branch Locations
190 Biltmore Ave, Asheville, NC 28801 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Asheville | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Asheville | NC | 11/2016 | Present |
TRINITY EPISCOPAL CHURCH; INVESTMENT RELATED; CHAIR OF THE INVESTMENT COMMITTEE; START DATE 08/01/2017; NUMBER OF HOURS PER MONTH .5; NUMBER OF HOURS DURING TRADING 0; OVERSEEING ALL EXTERNALLY MANAGED INVESTMENTS OF THE CHURCH AND ATTENDING MEETINGS TO DISCUSS RECOMMENDATIONS THAT ARE SENT TO THE VESTRY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-24 |
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