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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 | 2026-02-25 |
| NC | RA | APPROVED | 2025-09-16 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3 - 3Rd Fl, Charlotte, NC 28262 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associate Staffing | Charlotte | NC | 05/2023 | 08/2023 |
| Baldwin Risk Partners | Charlotte | NC | 05/2022 | 05/2023 |
| Amazon.cOm | Charlotte | NC | 12/2021 | 05/2022 |
| Axos Bank | San Diego | CA | 03/2021 | 11/2021 |
| Amazon Delivery | Poway | CA | 07/2021 | 08/2021 |
| Target | Escondido | CA | 05/2020 | 07/2020 |
| Ag Flowers - North Park Produce | Poway | CA | 06/2018 | 02/2021 |
| Centro De Estudios Científicos Y Tecnológicos No. 2 | Mexico City | 08/2015 | 05/2017 | |
| Poway High School | Poway | CA | 05/2017 | 06/2018 |
| Principal Securities Inc | Charlotte | NC | 06/2023 | 11/2023 |
| Principal Life Insurance | Charlotte | NC | 08/2023 | 11/2023 |
| Wells Fargo Clearing Services | Charlotte | NC | 09/2025 | Present |
| Baldwin Risk Partners | Charlotte | NC | 01/2024 | 08/2024 |
| Darden Restaurants | Charlotte | NC | 08/2024 | 08/2024 |
| Harris Teeter | Charlotte | NC | 08/2024 | 11/2024 |
| Allstate | Charlotte | NC | 11/2024 | 08/2025 |
| Coca Cola Consolidated | Charlotte | NC | 12/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-03 |
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