Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-18
TX RA APPROVED 2025-07-18
  • NC RA
    APPROVED
    Since 2025-07-18
  • TX RA
    APPROVED
    Since 2025-07-18

Branch Locations

1525 W Wt Harris Blvd 5Th Fl [Clt Rcast], Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Durham NC 03/2022 01/2025
Kohl'S Durham NC 11/2021 03/2022
Richmond County Schools Hamlet NC 08/2020 11/2021
State Employees Credit Union Rockingham NC 07/2016 07/2020
Wells Fargo Clearing Services, Llc Charlotte NC 07/2025 Present
Unemployed Rockingham NC 01/2025 07/2025
  • 03/2022 → 01/2025
    Fidelity Investments
    Durham, NC
  • 11/2021 → 03/2022
    Kohl'S
    Durham, NC
  • 08/2020 → 11/2021
    Richmond County Schools
    Hamlet, NC
  • 07/2016 → 07/2020
    State Employees Credit Union
    Rockingham, NC
  • 07/2025 → Present
    Charlotte, NC
  • 01/2025 → 07/2025
    Unemployed
    Rockingham, NC
Previous Registrations
  • 2022-08-05 → 2025-02-06
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-02
  • S66 Uniform Combined State Law Examination
    2022-08-02
Other Names
  • Melita Danielle Ingram

View on SEC IAPD

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor