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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 | 2024-02-08 |
| NC | RA | APPROVED | 2002-06-20 |
Branch Locations
1408 Arendell St [Profit Formula], Morehead City, NC 28557 • United States
695 E Arlington Blvd Stes 101 & 200, Greenville, NC 27858 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Morehead City | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Morehead City | NC | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, MOREHEAD CITY, NC, 100% OWNED WITH SPOUSE, START: 3/2011 1 HOUR PER MONTH/0 DURING TRADING.; RENTAL PROPERTY, INV RELATED, MOREHEAD CITY, NC, 100% OWNED WITH SPOUSE, START: 6/2007,1 HOUR PER MONTH/0 DURING TRADING.; MOREHEAD CITY NC PLANNING BOARD; NOT INV. RELATED; MOREHEAD CITY, NC; EXTRATERRITORIAL JURISDICTION MEMBER; START DATE: 7/9/2024; 2 HOURS PER MONTH; 0 HOURS DURING BUSINESS; DUTIES: ATTEND MEETINGS, REVIEW AND APPROVE OR DENY REQUESTS FOR MAJOR SUBDIVISION PRELIMINARY AND FINAL PLATS, LANDSCAPE PLANS FOR PROJECTS OVER FIVE ACRES, ALTERNATIVE LANDSCAPING PLANS AND MULTIFAMLY DEVELOPMENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-31 |
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