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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 | 2013-10-03 |
Branch Locations
380 Knollwood St Ste 600, Winston Salem, NC 27103 • United States
Lewisville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Winston-Salem | NC | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston-Salem | NC | 11/2016 | Present |
POWER OF ATTORNEY FOR FATHER IN LAW, INV RELATED, BOONVILLE, NC, START: 5/23/2019, 2 HRS/MONTH, 2 HRS DURING TRADING. WEST BEND MASONIC LODGE #434; INVESTMENT RELATED; LEWISVILLE,NC; FINANCE COMMITTEE MEMBER; START DATE 01/01/2016; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; ANNUALLY REVIEW THE SECRETARY AND TREASURER DUTIES.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, EAST BEND, NC, START: 2/03/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-14 |
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