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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 | 2024-11-07 |
Branch Locations
4101 Lake Boone Trail Ste 110 [Satellite], Raleigh, NC 27607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Bethesda | MD | 06/2018 | 07/2020 |
| Kcbp | Vienna | VA | 05/2017 | 08/2017 |
| Virginia Tech | Blacksburg | VA | 08/2016 | 05/2017 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 05/2018 |
| Fidelity Investments | Charleston | SC | 11/2020 | 03/2021 |
| Unemployed | Arlington | VA | 08/2020 | 10/2020 |
| Morgan Stanley | Chapel Hill | NC | 09/2021 | 10/2024 |
| Unemployed | Charleston | SC | 04/2021 | 08/2021 |
| Wells Fargo Advisors Financial Network, Llc | Raleigh | NC | 11/2024 | Present |
CHESTERFIELD LAND LLC, INV RELATED, LEWISBURG, WV, 36% OWNERSHIP, START 6/1/2007, 1 HR PER MONTH, 0 HRS DURING TRADING, BARREL MANUFACTURING PLANT, INDUSTRIAL LANFILL, REAL ESTATE RENTALS/SALES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-20 |
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