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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-25 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
Linville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | NC | 04/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 09/2025 |
| Morgan Stanley Smith Barney Llc | Charlotte | NC | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
(1) *665995- Morrocroft Place HOA; Investment related: No; Charlotte, North Carolina; Real Estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 2; Administrative, Accounting/Bookkeeping (2) FAIRHILLS INVESTMENT PARTNERS / INVESTMENT RELATED / CHARLOTTE, NC / 12.5% OWNER / START JULY 2017 / 0 HOURS / NO DUTIES. (3) FAIRHILLS INVESTMENT PARTNERS MHPII ROXBORO LLC / INVESTMENT RELATED / CHARLOTTE, NC / 16% OWNERSHIP/ MOBILE HOME INVESTMENT / START 17-SEPTEMBER-2018 / 0 HOURS / NO DUTIES. (4) FAIRHILLS INVESTMENT PARTNERS REVEL LLC / INVESTMENT RELATED / CHARLOTTE, NC / 33.4% OWNERSHIP / START 22-MAY-2023 / PASSIVE INVESTOR / 0 HOURS / NO DUTIES. (5) *666222- Hanging Rock Investments LLC; Investment related: Yes; Charlotte, North Carolina; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 1; Administrative (6) FAIRHILLS INVESTMENT PARTNERS ARIC LLC / INVESTMENT RELATED / CHARLOTTE, NC / 10% OWNERSHIP / START 30-JUNE-2023 / REAL ESTATE INVESTMENTS / 0 HOURS. (7) *669481- Central Piedmont Community College Foundation; Investment related: No; Charlotte, North Carolina; Education; Board Member: Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 2; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1981-04-30 |
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