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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 | 2026-07-20 |
| TX | RA | APPROVED | 2026-07-20 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Service Llc | Charlotte | NC | 02/2022 | 08/2022 |
| Something Classic Catering | Charlotte | NC | 10/2021 | 01/2022 |
| North American Senior Benefits | Charlotte | NC | 07/2021 | 01/2022 |
| Easy Health | Charlotte | NC | 01/2021 | 07/2021 |
| Connexion Point | Charlotte | NC | 10/2020 | 12/2020 |
| Gohealth | Charlotte | NC | 07/2020 | 10/2020 |
| Unemployment | Charlotte | NC | 03/2020 | 07/2020 |
| Millennium Beverage | Charlotte | NC | 07/2019 | 03/2020 |
| Drivetime Auto Sales | Charlotte | NC | 02/2019 | 07/2019 |
| Del Frisco'S Double Eagle Steakhouse | Charlotte | NC | 12/2012 | 01/2019 |
| Thrivent Financial | Appleton | WI | 11/2022 | 10/2023 |
| Thrivent Investment Management Inc | Minneapolis | MN | 11/2022 | 10/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 11/2023 | 08/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 11/2023 | 08/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 12/2025 | 05/2026 |
| Unemployment | Charlotte | NC | 08/2025 | 12/2025 |
| Bank Of America, N.A. | Charlotte | NC | 02/2026 | 05/2026 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 07/2026 | Present |
| Ranstad | Charlotte | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-19 |
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