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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 | 2024-07-23 |
Branch Locations
2016 Fairview Rd, Raleigh, NC 27608 • United States
3105 Glenwood Ave Stes 201 & 302, Raleigh, NC 27612 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Clayton | NC | 03/2024 | Present |
| Wells Fargo Bank, Na | Clayton | NC | 12/2021 | Present |
| Project Resources Group | San Antonio | TX | 04/2023 | Present |
| Brenner & Associates Llc | Las Vegas | NV | 01/2017 | 06/2023 |
| Drafting Support Llc | Pikeville | NC | 10/2023 | Present |
| Hilton Grand Vacations | Las Vegas | NV | 01/2016 | 01/2017 |
| Vacation Village Resorts | Las Vegas | NV | 01/2016 | 01/2017 |
PROJECT RESOURCES GROUP, NOT INV RELATED, SAN ANTONIO, TX, CONSTRUCTION COORDINATOR, START 4/4/2023 , 160 HOURS PER MONTH, ZERO HOURS DURING TRADING, DRAFTER FOR TEXAS POWER POLE PERMITS AND TEXAS DEPARTMENT OF TRANSPORTATION PERMITS. DRAFTING SUPPORT LLC, NOT INV RELATED, PIKEVILLE, NC, 100% OWNERSHIP, START 10/10/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, CURRENTLY DORMANT DRAFTING SERVICES FOR ENGINEERING COMPANIES. AR PROJECT SOLUTIONS LLC; INV RELATED;LAS VEGAS,NV; LAND SURVEY MAPPING SERVICES; SURVEY TECHNICIAN; START DATE: 08/05/2026; 40 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-21 |
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