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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 | 2025-06-11 |
| NY | RA | APPROVED | 2022-02-11 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities Inc | Stamford | CT | 06/2016 | 02/2019 |
| Wells Fargo Clearing Services | New York | NY | 08/2021 | Present |
| Wells Fargo Clearing Services | New York | NY | 07/2021 | 08/2021 |
| Advisorengine/Templeton | New York | NY | 02/2020 | 07/2021 |
| Citizens Bank | Stamford | CT | 06/2016 | 02/2019 |
| Wealth Frameworks Llc | Old Greenwich | CT | 03/2019 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-04 |
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