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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 | 2026-02-19 |
Branch Locations
2821 Pineville Matthews Rd, Charlotte, NC 28270 • United States
550 S Tryon St 44Th & 45Th Fls, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T-Mobile | Charlotte | NC | 08/2013 | 11/2023 |
| New York Life | Charlotte | NC | 12/2023 | 01/2026 |
| Nylife Securities Llc | Charlotte | NC | 02/2024 | 01/2026 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 02/2026 | Present |
| Wells Fargo Bank, Na | Charlotte | NC | 01/2026 | Present |
[Rental Properties; I own two properties that are used for rentals; 260 S Cobb Avenue. Burlington NC 27217 and 829 Fairfield Street, Burlington NC 27215; Start Date 08/2018; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent].
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-01 |
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