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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 | 2024-05-02 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 12/2021 | 03/2024 |
| First Citizens Bank | Raleigh | NC | 08/2010 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Arden | NC | 04/2024 | Present |
| Wells Fargo Bank, Na | Arden | NC | 04/2024 | Present |
CHARNWOOD, LLC, INVT RELATED, ASHEVILLE, NC, 100% OWNERSHIP WITH SPOUSE, START DATE 9/9/2013, 1 HR PER MONTH, 0 HRS DURING TRADING, HOLDS COMMERCIAL RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-07 |
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