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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-03 |
| TX | RA | APPROVED | 2025-04-03 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
110 Oakwood Drive Suite 470, Winston Salem, NC 27103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Raleigh | NC | 01/2019 | 07/2023 |
| Salem Solutions | Winston Salem | NC | 09/2018 | 12/2018 |
| David's Bridal | Winston Salem | NC | 09/2018 | 12/2018 |
| Tiger Kim's World Class Tae Kwon Do | Clemmons | NC | 04/2016 | 08/2018 |
| Wells Fargo Advisors Financial Network, Llc | Winston-Salem | NC | 07/2023 | 04/2025 |
| &Partners | Nashville | TN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
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