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8540 Colonnade Center Drive, Raleigh, NC 27615-3052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2019-07-10 |
Branch Locations
3300 Cumberland Blvd Se, Atlanta, GA 30339 • United States
100 East Tryon Road Mail Code: Dac19, Raleigh, NC 27603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Lauringburg | NC | 07/2014 | 11/2016 |
| Wells Fargo Bank Na | Charlotte | NC | 10/2012 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Lauringburg | NC | 11/2016 | 05/2018 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2018 | 06/2019 |
| Allstate | Charlotte | NC | 06/2018 | 11/2018 |
| First Citizens Investor Services | Raleigh | NC | 07/2019 | 07/2021 |
| First Citizens Bank | Durham | NC | 07/2019 | 07/2021 |
| First Citizens Investor Services | Raleigh | NC | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
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