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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 | 2026-05-05 |
Branch Locations
352 Williamson Rd, Mooresville, NC 28117 • United States
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Chapel Hill | NC | 07/2021 | 03/2026 |
| J.P. Morgan Securities Llc | Chapel Hill | NC | 12/2021 | 03/2026 |
| Pnc Bank | Carrboro | NC | 03/2021 | 07/2021 |
| Rivergate Kw | Chapel Hill | NC | 02/2021 | 04/2021 |
| Vitamin Shoppe | Brier Creek | NC | 10/2020 | 01/2021 |
| Soccer Post | Cary | NC | 02/2020 | 01/2021 |
| Exp Realty | Raleigh | NC | 01/2019 | 09/2020 |
| Premier Soccer | Cary | NC | 07/2017 | 12/2018 |
| Socaz Painting | Raleigh | NC | 08/2016 | 11/2016 |
| Mackenan Automotive Company | Cary | NC | 11/2016 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Mooresville | NC | 04/2026 | Present |
| Wells Fargo Bank, Na | Mooresville | NC | 03/2026 | Present |
| Uber | Raleigh | NC | 05/2021 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-06 |
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