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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-03 |
| NC | RA | APPROVED | 2024-03-20 |
Branch Locations
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
301 S Tryon St 1St Fl, Charlotte, NC 28282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 03/2018 | 02/2021 |
| Gentle Giant | Charlotte | NC | 09/2017 | 03/2018 |
| Georgia Valet Services | Charlotte | NC | 08/2017 | 03/2018 |
| Walt Disney World | Orlando | FL | 01/2017 | 07/2017 |
| Hallmark Cards | Greenville | NC | 01/2016 | 01/2017 |
| Truist Investment Services, Inc. | Charlotte | NC | 02/2021 | 10/2023 |
| Truist Advisory Services, Inc. | Charlotte | NC | 02/2021 | 10/2023 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 03/2024 | Present |
| Unemployed | Charlotte | NC | 10/2023 | 03/2024 |
FRESHVENDCLT, LLC, NOT INVT RELATED, CHARLOTTE, NC, 10% OWNERSHIP, START DATE 10/27/2023, 24 HRS PER MONTH, 0 HRS DURING TRADING, PARTIAL OWNER IN VENDING MACHINE BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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