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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-06 |
Branch Locations
3755 E 82Nd Street Ste 40, Indianapolis, IN 46240 • United States
400 E. Horsetooth Rd Suite 201, Fort Collins, CO 80525 • United States
1525 West Wt Harris Blvd Bldg 3, 3Rd & 5Th Fls, Charlotte, NC 28262 • United States
One N Jefferson Ave, St. Louis, MO 63103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Investors Distribution Company | Charlotte | NC | 06/2016 | 09/2016 |
| Lpl Financial, Llc | Fort Mill | SC | 09/2016 | 04/2017 |
| Mml Investors Services, Llc | Charlotte | NC | 05/2017 | 09/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 04/2017 | 09/2017 |
| Lpl Financial Llc | Fort Mill | SC | 12/2017 | 05/2019 |
| Wells Fargo Clearing Services | Fort Mill | SC | 11/2019 | 08/2021 |
| Aston Carter | Charlotte | NC | 07/2019 | 11/2019 |
| Lpl Financial, Llc | Fort Mill | SC | 08/2021 | 06/2022 |
| Principal Life Insurance | Des Moines | IA | 07/2022 | 06/2023 |
| Principal Securities | Mathews | NC | 08/2022 | 06/2023 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 06/2023 | Present |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2023 | Present |
REAL ESTATE LICENSE; NOT INV RELATED; STATE OF NORTH CAROLINA; START: 4/10/2018; 0 HOURS PER MONTH; 0 DURING TRADING; CONTINUING EDUCATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-07 |
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