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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
106 W Maple St [G1/G3-Rbo], Cumming, GA 30040 • United States
5555 New Northside Dr [Powers Ferry Crossing], Atlanta, GA 30339 • United States
300 Ashwood Pkwy Ste 700, Dunwoody, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Decatur | GA | 08/2017 | 12/2021 |
| Wells Fargo Bank Na | Decatur | GA | 11/2012 | 08/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Forest Park | GA | 01/2022 | 04/2025 |
| Bank Of America, N.A. | Forest Park | GA | 01/2022 | 04/2025 |
| Wells Fargo Clearing Services, Llc | Cumming | GA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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