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550 South Tryon Street 40Th Floor, Charlotte, NC 28202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Investment Institute, Inc | Charlotte | NC | 10/2025 | Present |
| Wells Fargo Investment Institute, Inc | Charlotte | NC | 07/2024 | 10/2025 |
| Institute For Private Capital | Chapel Hill | NC | 11/2023 | 05/2024 |
| Unc Department Of Economics | Chapel Hill | NC | 08/2023 | 05/2024 |
| Wells Fargo | Charlotte | NC | 06/2023 | 08/2023 |
| Unc Department Of Economics | Chapel Hill | NC | 08/2022 | 12/2022 |
| Federal Reserve Bank Of Richmond | Charlotte | NC | 05/2022 | 08/2022 |
| Unc Department Of Economics | Chapel Hill | NC | 01/2022 | 05/2022 |
| Unc Asian American Center (Aac) | Chapel Hill | NC | 08/2021 | 12/2021 |
| Currituck Chamber Of Commerce | Charlotte | NC | 01/2021 | 08/2021 |
| Evan Guthrie Law Firm | Charlotte | NC | 01/2021 | 06/2021 |
| Unc Chapel Hill | Chapel Hill | NC | 08/2020 | 05/2024 |
| Providence High School | Charlotte | NC | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
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