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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 | 2023-09-07 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
1525 W Wt Harris Blvd 5Th Fl [Clt Rcast], Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Concord | NC | 04/2023 | Present |
| Wells Fargo Bank, Na | Concord | NC | 02/2014 | Present |
| Squared Focus Group, Llc | Charlotte | NC | 04/2017 | Present |
SQUARED FOCUS GROUP LLC, NOT INV RELATED, CHARLOTTE, NC, 50% OWNERSHIP, START 4/11/2017, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, PROJECT AND CONTENT MANAGENT OF PRINTING SERVICES AND WEB DESIGN SERVICES BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-17 |
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