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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 | 2026-01-29 |
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 |
|---|---|---|---|---|
| Ameriprise Financial | Charlotte | NC | 06/2024 | 12/2024 |
| Roundpoint Mortgage Servicing Llc | Fort Mill | SC | 02/2023 | 06/2024 |
| The Porter's House | Charlotte | NC | 11/2022 | Present |
| Del Frisco's Double Eagle Steakhouse | Charlotte | NC | 06/2021 | 11/2022 |
| Amazon | Charlotte | NC | 04/2020 | 07/2021 |
| Print Works Bistro | Greensboro | NC | 05/2016 | 04/2020 |
| Middle C Jazz | Charlotte | NC | 10/2024 | Present |
| Ameriprise Financial Services, Llc | Charlotte | NC | 12/2024 | 11/2025 |
| Wells Fargo Clearing Services | Charlotte | NC | 11/2025 | Present |
| Wells Fargo Clearing Services | Charlotte | NC | 01/2026 | Present |
| Self-Rental Real Estate | Charlotte | NC | 07/2024 | Present |
Real Estate Ownership; TownHome ; 10315 Winslet Dr., , Charlotte, NC, 28277; Not Investment-Related; 07/06/2024. Outside Employment; The Porter's House; Server ; Restaurant ; 7417 Waverly Walk Ave, , Charlotte, NC, 28277; Not Investment-Related; 11/01/2022; 20 to 39 hours per month; 0 during trading hours / Middle C Jazz; Server ; Restaurant ; 300 S Brevard St, , Charlotte, NC, 28202; Not Investment-Related; 10/12/2024; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
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