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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 | 2026-06-26 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
11535 Waverly Center Dr Bldg C-1, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Charlotte | NC | 11/2025 | 05/2026 |
| Jpmorgan Chase Bank, N.A. | Charlotte | NC | 11/2025 | 05/2026 |
| Unemployed | Charlotte | NC | 02/2025 | 10/2025 |
| Allegacy Federal Credit Union | Charlotte | NC | 06/2024 | 01/2025 |
| Teachers Insurance Annuity Associate | Charlotte | NC | 10/2023 | 06/2024 |
| Unemployed | Charlotte | NC | 08/2023 | 09/2023 |
| Lpl Financial Services | Fort Mill | SC | 04/2023 | 07/2023 |
| Wells Fargo Na | Charlotte | NC | 05/2022 | 04/2023 |
| Unemployed | Charlotte | NC | 03/2022 | 04/2022 |
| Truist | Charlotte | NC | 01/2022 | 02/2022 |
| Unemployed | Charlotte | NC | 12/2021 | 12/2021 |
| Fifth Third Bank | Charlotte | NC | 03/2021 | 11/2021 |
| Unemployed | Charlotte | NC | 02/2021 | 02/2021 |
| Wells Fargo | Charlotte | NC | 01/2018 | 01/2021 |
| Prime Communications Lp | Charlotte | NC | 10/2017 | 01/2018 |
| Title Boxing Club | Charlotte | NC | 09/2015 | 12/2017 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 06/2026 | Present |
| Wells Fargo Bank, Na | Charlotte | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
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