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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 | 2015-02-23 |
| NC | RA | APPROVED | 2014-12-17 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103 • UNITED STATES
1525 W Wt Harris Blvd, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Charlotte | NC | 09/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
RENTAL PROPERTY, INV RELATED, SURFSIDE BEACH, SC, 100% OWNERSHIP WITH SPOUSE, START 9/30/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, WORKING WITH RENTAL MANAGEMENT COMPANY. FMC COASTAL, LLC, INVT RELATED, SURFSIDE BEACH, SC, 50% OWNERSHIP WITH SPOUSE, START DATE 9/15/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, LLC FOR RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-06 |
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