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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 | 2023-08-15 |
Branch Locations
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
1421 E Dixie Dr, Asheboro, NC 27203 • United States
3608 W Gate City Blvd, Greensboro, NC 27407 • United States
3001 Randleman Rd, Greensboro, NC 27406 • United States
300 N Greene St 6Th & 7Th Fls, Greensboro, NC 27401 • United States
625 Green Valley Road, Greensboro, NC 27408 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | NC | 07/2014 | 07/2020 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 07/2017 | 07/2020 |
| First Horizon Advisors | Greensboro | NC | 07/2020 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Piedmont | NC | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-10 |
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