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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 | 2026-07-22 |
Branch Locations
820 Red Banks Rd, Greenville, NC 27858 • United States
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Greenville | NC | 04/2026 | Present |
| Wells Fargo Bank, Na | Greenville | NC | 11/2024 | Present |
| United States Marine Corps | Camp Lejeune | NC | 01/2013 | 11/2024 |
| Dettech Surface Solutions Llc | Greenville | NC | 11/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-30 |
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