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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 | 2026-07-13 |
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
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Greensboro | NC | 10/2011 | 03/2017 |
| Massmutual Life Insurance Co | Winston-Salem | NC | 07/2016 | 02/2022 |
| Mml Investors Services, Llc | Winston-Salem | NC | 03/2017 | 02/2022 |
| Fidelity Investments | Covington | KY | 02/2022 | 11/2025 |
| Fidelity Investments | Boston | MA | 03/2025 | 11/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 07/2026 | Present |
| Mindlance Inc | Charlotte | NC | 06/2026 | Present |
| Trugreen | Greensboro | NC | 03/2026 | 06/2026 |
| Unemployed | Greensboro | NC | 11/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-22 |
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