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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 | 2026-01-24 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • 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 |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 03/2022 | 11/2025 |
| Institutional Shareholder Services | New York | NY | 08/2019 | 01/2022 |
| University At Buffalo | Buffalo | NY | 08/2015 | 06/2019 |
| Wells Fargo Clearing Services | Charlotte | NC | 11/2025 | Present |
| Wells Fargo Clearing Services | Charlotte | NC | 12/2025 | Present |
FineLine Properties LLC; Investment-Related - No; Charlotte, NC 28208; Real Estate LLC; Owner; Co-Owner; 6/20/2022; 3; 0; Created real estate LLC to buy a home
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-27 |
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