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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 | 2026-07-06 |
| TX | RA | APPROVED | 2026-07-06 |
Branch Locations
380 Knollwood St Ste 600, Winston Salem, NC 27103 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
1201 Pacific Ave, Tacoma, WA 98402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Winston Salem | NC | 12/2016 | 06/2019 |
| Wells Fargo Investment Institute | Charlotte | NC | 09/2013 | 12/2016 |
| Sunnyside Millworks | Winston Salem | NC | 05/2017 | 09/2017 |
| Wells Fargo Bank | Winston Salem | NC | 06/2019 | 02/2022 |
| Wells Fargo Clearing Services | Winston Salem | NC | 02/2021 | 11/2021 |
| Wells Fargo Clearing Services | Winston Salem | NC | 06/2026 | Present |
| Wells Fargo Bank | Winston Salem | NC | 02/2022 | Present |
POWER OF ATTORNEY FOR MOTHER; INV. RELATED; WINSTON SALEM, NC; START DATE 9/2021; 10 HRS PER MONTH; 0 HRS DURING TRADING. Firstmark Ventures, LLC - sole proprietorship. NOT investment related. Address: 2161 Robin Lark Dr, Unit 8104, Winston Salem, NC 27106. Nature: AI Consulting for small businesses. LLC manager. Start date 04/2026. 10 hours per month (nights and weekends only). 0 hours during trading. Consulting with small businesses on workflow- and reporting-related inefficiencies and providing AI-based solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-06 |
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