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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| NC | RA | APPROVED | 2022-02-23 |
Branch Locations
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Raleigh | NC | 01/2009 | Present |
| Wells Fargo Clearing Services | Raleigh | NC | 10/2021 | Present |
DURHAM ORANGE ESTATE PLANNING COUNCIL, NOT INV RELATED, DURHAM, NC, PRESIDENT, START 7/2024, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PROVIDE EDUCATION AND NETWORKING FOR PROFESSIONALS IN ESTATE PLANNING. CPA LICENSE, NOT INV RELATED, STATE OF NORTH CAROLINA, START 7/25/2011, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, INACTIVE CE ONLY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-23 |
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