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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-16 |
Branch Locations
1220 Environ Way Ste 1220, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Durham | NC | 04/2022 | 01/2025 |
| Unemployed | Mebane | NC | 03/2022 | 04/2022 |
| Quest Advisors | Durham | NC | 06/2021 | 03/2022 |
| Unemployed | Cary | NC | 05/2019 | 03/2021 |
| Ttec/Teletech | Daytona Beach | FL | 04/2019 | 09/2019 |
| Daytona State College | Daytona Beach | FL | 08/2017 | 05/2019 |
| Unemployed | Huntersville | NC | 07/2016 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Chapel Hill | NC | 12/2025 | Present |
| Unemployed | Mebane | NC | 01/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-28 |
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