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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 | 2023-07-07 |
| TX | RA | APPROVED | 2023-07-07 |
Branch Locations
380 Knollwood St. Suite 340, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Winston Salem | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston Salem | NC | 11/2016 | 07/2023 |
| Wells Fargo Advisors Financial Network, Llc | Winston Salem | NC | 07/2023 | Present |
2T PARTNERS DBA GOODSON & NICHOLS FINANCIAL GROUP, LLC; INV. RELATED; WINSTON SALEM,NC; 50% OWNERSHIP; START DATE 07/10/2023; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; FINET PRACTICE.;| TRUSTEE FOR 2T PARTNERS DBA GOODSON & NICHOLS FINANCIAL GROUP, LLC 401K, INV RELATED, WINSTON SALEM, NC, START: 7/24/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.| POOLE COLLEGE OF MANAGEMENT FINANCE, INVT RELATED, RALEIGH, NC, ADVISORY BOARD MEMBER, START DATE 12/1/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, HELPING STUDENTS ENHANCE THEIR JOB MARKETABILITY, DISCUSS STUDENT OUTREACH AND SERVE AS AN AMBASSADOR FOR ENGAGEMENT.| POOLE COLLEGE OF MANAGEMENT FINANCE, INVT RELATED, RALEIGH, NC, VICE CHAIRMAN, START DATE 3/1/2024, 3 TO 4 MEETINGS PER YEAR, 0 HRS DURING TRADING, ATTENDING MEETINGS, HELPING STUDENTS ENHANCE THEIR JOB MARKETABILITY, HELPING ESTABLISH STRATEGIC DIRECTION OF FINANCE ADVISORY BOARD.| SUMMIT SCHOOL INC; NOT INV RELATED; WINSTON SALEM, NC; PRIVATE SCHOOL; INVESTMENT COMMITTEE MEMBER; START DATE 07/01/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING TRELLIS SUPPORTIVE CARE FOUNDATION; NOT INV RELATED; WINSTON SALEM,NC;BOARD OF DIRECTORS; START DATE: 01/01/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-18 |
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