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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 | 2026-02-04 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2021 | 03/2025 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 07/2021 | 03/2025 |
| Wake Forest University | Winston-Salem | NC | 09/2019 | 05/2021 |
| Codyq, Llc | Ridgefield | CT | 05/2016 | 09/2020 |
| Ridgefield Bakery And Cafe Llc | Ridgefield | CT | 05/2016 | 12/2016 |
| Jpmorgan Chase Bank, N.A. | Ridgefield | CT | 07/2020 | 08/2020 |
| Wake Forest University | Winston-Salem | NC | 08/2017 | 05/2021 |
| Unemployed | Ridgefield | CT | 06/2021 | 06/2021 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 12/2025 | Present |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 02/2026 | Present |
| Mercer Global Advisors Inc. | New York | NY | 03/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-04 |
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