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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 | 2019-08-23 |
| NC | RA | APPROVED | 2012-05-11 |
Branch Locations
3700 Nash St N #2, Wilson, NC 27896 • 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 | Wilson | NC | 05/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wilson | NC | 11/2016 | Present |
POWER OF ATTORNEY FOR BROTHER, INV RELATED, WILSON, NC, START: 4/3/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, WILSON, NC, START: 6/7/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING. POWER OF ATTORNEY FOR FATHER, INV RELATED, WILSON, NC, START: 05/31/2012, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-07 |
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