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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2023-12-18 |
| NC | RA | APPROVED | 2002-06-20 |
Branch Locations
380 Knollwood St Ste 600, Winston Salem, NC 27103 • United States
Laurel Fork, VA • United States
Winston Salem, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Winston Salem | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Winston Salem | NC | 11/2016 | Present |
CO-TRUSTEE FOR MOTHER'S TRUST; INVESTMENT RELATED; WINSTON SALEM, NC; CO-TRUSTEE; 01/23/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS; CO-TRUSTEE | CO-TRUSTEE OF MOTHER'S TRUST; INVESTMENT RELATED; WINSTON SALEM, NC; CO-TRUSTEE; 01/23/2025 5 HOURS PER MONTH; 5 HOURS DURING TRADING HOURS; NAMED CO-TRUSTEE FOR BROTHER'S PORTION OF MOTHER'S TRUST
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-29 |
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