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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 | 2026-01-05 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
4626 Country Club Rd, Winston Salem, NC 27104 • United States
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
3171 Peters Creek Pkwy, Winston Salem, NC 27127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Panera Bread | Kernersville | NC | 01/2016 | 07/2018 |
| Morgan Stanley | New York | NY | 05/2018 | 05/2018 |
| Winston-Salem State University | Winston-Salem | NC | 09/2018 | 05/2020 |
| Foot Locker | Winston-Salem | NC | 12/2018 | 04/2021 |
| Wellington Management | Boston | MA | 06/2019 | 08/2019 |
| Merrill Lynch | Greensboro | NC | 06/2020 | 08/2020 |
| Unemployed | Winston-Salem | NC | 04/2021 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 07/2021 | 01/2026 |
| Bank Of America, N.A. | Charlotte | NC | 11/2021 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Winston Salem | NC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-08 |
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