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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 | 2024-05-20 |
Branch Locations
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Bank | Charlotte | NC | 08/2023 | 03/2024 |
| First Citizens Investor Services | Raleigh | NC | 08/2023 | 01/2024 |
| Chick-Fil-A | Salisbury | NC | 08/2017 | 03/2020 |
| Granville Towers | Chapel Hill | NC | 03/2020 | 09/2020 |
| Noire The Nail Bar | Chapel Hill | NC | 09/2020 | 11/2022 |
| Burn Boot Camp | Chapel Hill | NC | 01/2023 | 06/2023 |
| North Hills Christian School | Salisbury | NC | 08/2012 | 05/2019 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2019 | 05/2023 |
| Unemployed | N/A | NC | 07/2023 | 08/2023 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 03/2024 | Present |
| Wells Fargo Bank, Na | Greensboro | NC | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-18 |
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