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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 | 2026-07-17 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 05/2026 | Present |
| Mindlance Inc | Charlotte | NC | 05/2026 | Present |
| Academy Sports | Matthews | NC | 10/2025 | 11/2025 |
| Lowes | Gastonia | NC | 03/2026 | 04/2026 |
| Unemployed | Belmont | NC | 02/2024 | 09/2025 |
| Unemployed | Belmont | NC | 12/2025 | 02/2026 |
| The Vanguard Group, Inc. | Charlotte | NC | 06/2021 | 01/2024 |
| Randstad | Belmont | NC | 01/2021 | 05/2021 |
| Fastenal | Charlotte | NC | 03/2015 | 08/2020 |
| Unemployed | Belmont | NC | 09/2020 | 12/2020 |
| City Of Belmont | Belmont | NC | 10/2018 | 03/2019 |
| University Of North Carolina At Charlotte | Charlotte | NC | 01/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-28 |
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