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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 09/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 02/2019 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 02/2019 | 03/2025 |
| Truist Investment Services, Inc. | Charoltte | NC | 03/2025 | Present |
| Truist Advisory Services, Inc. | Charlotte | NC | 03/2025 | Present |
AMAZON FLEX; NOT INV RELATED; SEATTLE, WA; DELIVERY; START DATE 12/20/2023; 20 HOURS PER MONTH; 0 DURING TRADING; PACKAGE COURIER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-08 |
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