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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 |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-10 |
| VA | RA | APPROVED | 2026-05-20 |
| TX | RA | APPROVED | 2020-10-30 |
| NC | RA | APPROVED | 2014-04-18 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
Barrington, RI • United States
1 Citizens Plz Ste 520, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 07/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
WAREHOUSE 242, INVT RELATED, CHARLOTTE, NC, FINANCE COMMITTEE MEMBER, START DATE 8/23/2024, 3 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REVIEWING THE CHURCH'S INCOME AND EXPENSES TO GIVE SUGGESTIONS TO OUR ELDER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-17 |
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