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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 | 2023-07-31 |
| NY | RA | APPROVED | 2021-08-26 |
| RI | RA | APPROVED | 2016-02-29 |
Branch Locations
1610 E Marion St Ste 150 Lakeside Commons Complex, Shelby, NC 28150 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
6000 Fairview Rd Ste 800, Charlotte, NC 28210 • United States
130 Harbour Pl Dr Ste 200, Davidson, NC 28036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Boston | MA | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, BOSTON, MA, 100% OWNERSHIP, START 8/1/2017, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. TRUSTEE OF PARENTS TRUST; INV. RELATED; SOUTH PARIS, ME; START DATE 6/2022; 1 HR PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-03 |
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