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8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-22 |
Branch Locations
8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States
2009 Fairview Road, Raleigh, NC 27628 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Raleigh | NC | 02/2018 | 08/2021 |
| Wells Fargo Bank | Raleigh | NC | 02/2018 | 08/2021 |
| Wells Fargo Bank | Raleigh | NC | 08/2015 | 02/2018 |
| Comerica Bank | Raleigh | NC | 08/2021 | 11/2023 |
| Ameriprise Financial Services, Llc | Dallas | TX | 11/2023 | 05/2026 |
| Matter Llc | Raleigh | NC | 06/2026 | Present |
Board of Directors; WakeMed Foundation; Board member at large; 3000 New Bern Avenue, , raleigh, NC, 27610; Not Investment-Related; 12/08/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Alice Aycock Poe Center for Health Education; At Large Member; 224 sunnybrook rd, , raleigh, NC, 27610; Not Investment-Related; 10/02/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-21 |
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