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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 | 2025-12-23 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanguard Marketing Corporation | Charlotte | NC | 05/2017 | 07/2017 |
| Bank Of America | Charlotte | NC | 06/2014 | 02/2017 |
| All State | Charlotte | NC | 10/2017 | 11/2017 |
| Lpl Financial Llc | Fort Mill | SC | 12/2017 | 08/2021 |
| Tiaa | Charlotte | NC | 08/2021 | 11/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 08/2021 | 11/2025 |
| Unemployed | Charlotte | NC | 02/2017 | 05/2017 |
| Unemployed | Charlotte | NC | 07/2017 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-15 |
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