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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-16 |
| AL | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Boone | NC | 04/2018 | 08/2020 |
| Wells Fargo Bank Na | Boone | NC | 10/2016 | 08/2020 |
| Lifestore Insurance | Jefferson | NC | 09/2015 | 10/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | AL | 03/2021 | 11/2022 |
| Bbva | Birmingham | AL | 08/2020 | 03/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Birmingham | AL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
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