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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 | 2025-01-16 |
Branch Locations
19 Center St, Chatham, NJ 07928 • United States
150 Preston Executive Drive Suite #201 [Satellite], Cary, NC 27513 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2016 | 01/2025 |
| St. Davids School | Raleigh | NC | 10/2014 | Present |
| Wells Fargo Advisors Financial Network, Llc | Chatham | NJ | 01/2025 | Present |
St David's School; Not Inv Related; Raleigh, NC; Coaching; Basketball Coach; Start date 10/20/2014; 35 hours per month; 0 hours during trading ; Girls varsity basketball coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-21 |
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