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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 | 2024-02-12 |
Branch Locations
1204 Bridford Pkwy, Greensboro, NC 27407 • United States
6752 Parker Farm Dr Ste 300, Wilmington, NC 28405 • United States
3001 Randleman Rd, Greensboro, NC 27406 • United States
625 Green Valley Road, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 01/2026 | Present |
| Wells Fargo Bank, Na | Greensboro | NC | 11/2023 | 01/2026 |
| Truist Financial | Greensboro | NC | 11/2014 | 11/2023 |
| Phoenix One Partners Llc | Jamestown | NC | 08/2023 | Present |
PHOENIX ONE VENTURES, LLC, INV RELATED, JAMESTOWN, NC, 100% OWNERSHIP, START: 9/30/2023, 3 HOURS A MONTH, 0 HOURS DURING TRADING, SELLING CELL PHONE CASES AND ACCESSORIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-22 |
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