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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Belmont | NC | 11/2016 | 08/2022 |
| Wells Fargo Bank Na | Belmont | SC | 06/2014 | 08/2022 |
| Truist Investment Services Inc. | Gastonia | NC | 09/2022 | Present |
| Truist Advisory Services Inc. | Gastonia | NC | 09/2022 | Present |
CALMNEST POSITION: Owner NATURE: Building organizational apps and tools for families/women. Creating planners and calendars. Curriculum and resources for childcare centers. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2025 ADDRESS: Stanley NC, United States DESCRIPTION: Creating planning/organization resources and tools for families. Creating and updating apps for use with planners, calendars etc. NEVARA HEALTH LLC POSITION: Owner Founder NATURE: Women's Perimenopause/Menopause Health and Wellness App INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2025 ADDRESS: Stanley NC, United States DESCRIPTION: Updating app and maintaining website.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-17 |
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