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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 | 2026-06-12 |
Branch Locations
550 S Tryon St 40Th And 42Nd Fls, Charlotte, NC 28202 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Investment Institute, Inc | Salt Lake City | UT | 11/2021 | 01/2026 |
| Wells Fargo | Austin | TX | 07/2014 | 11/2021 |
| Wells Fargo Clearing Services | Charlotte | NC | 01/2026 | Present |
| Wells Fargo Clearing Services | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-24 |
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