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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 | 2025-03-17 |
Branch Locations
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
8211 Market St Unit Jj, Wilmington, NC 28411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Fayetteville | NC | 12/2021 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Fayetteville | NC | 01/2022 | 06/2022 |
| Bb&T | Myrtle Beach | SC | 01/2021 | 12/2021 |
| Wells Fargo | Myrtle Beach | SC | 10/2019 | 12/2020 |
| Lowes | Fayetteville | NC | 06/2015 | 10/2019 |
| Walmart | Myrtle Beach | SC | 07/2019 | 10/2019 |
| Us Census Bureau | Myrtle Beach | SC | 09/2020 | 10/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | NC | 07/2022 | 03/2025 |
| Wells Fargo Clearing Services, Llc | Wilmington | NC | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-16 |
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