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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 | 2023-05-16 |
Branch Locations
1525 W Wt Harris Blvd 5Th Fl [Clt Rcast], Charlotte, NC 28262 • 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 11/2017 | 11/2019 |
| Arizona Culinary Institute | Scottsdale | AZ | 05/2016 | 11/2016 |
| Sassi | Scottsdale | AZ | 11/2016 | 10/2017 |
| E*Trade Capital Management Llc | Sandy | UT | 10/2018 | 11/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 11/2021 | 02/2022 |
| Tiaa | Charlotte | NC | 11/2021 | 02/2022 |
| Unemployed | South Jordan | UT | 08/2020 | 08/2021 |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 12/2022 |
| Unemployed | Huntersville | NC | 03/2022 | 05/2022 |
| Edward & Marlor Properties Llc | South Jordan | UT | 01/2018 | 08/2020 |
| Unemployed | Huntersville | NC | 08/2021 | 10/2021 |
| Wells Fargo Clearing Services | Charlotte | NC | 05/2022 | Present |
| Digital Intelligence Systems L | Charlotte | NC | 04/2023 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
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