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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-09-16 |
Branch Locations
2320 Cascade Pointe Blvd Ste 200, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 08/2017 | 09/2020 |
| Wells Fargo Bank, N.A. | Charlotte | NC | 12/2013 | 09/2020 |
| Jpmorgan Chase Bank, N.A. | Charlotte | NC | 10/2020 | 05/2021 |
| J.P. Morgan Securities Llc | Charlotte | NC | 10/2020 | 05/2021 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 05/2021 | 08/2025 |
| Wells Fargo Bank, N.A. | Charlotte | NC | 05/2021 | 08/2025 |
| Truist Investment Services, Inc | Charlotte | NC | 09/2025 | Present |
| Truist Advisory Services, Inc | Charlotte | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-01 |
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