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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Learning Services Llc | Charlotte | NC | 05/2022 | 03/2025 |
| Wells Fargo | Charlotte | NC | 09/2019 | 05/2022 |
| Amazon | Concord | NC | 10/2018 | 08/2019 |
| Papa Johns | Boiling Springs | NC | 01/2018 | 09/2018 |
| Bojangles | Boiling Springs | NC | 03/2015 | 12/2017 |
| Trust Investment Services, Inc | Charlotee | NC | 03/2025 | Present |
| Truist Advisory Services, I Nc. | Charlotte | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-02 |
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