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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
Branch Locations
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 |
|---|---|---|---|---|
| First Citizens Investor Services | Chapel Hill | NC | 09/2024 | 04/2025 |
| First Citizens Bank And Trust Company | Raleigh | NC | 05/2023 | 08/2023 |
| Nags Head Ocean Rescue | Nags Head | NC | 05/2021 | 08/2021 |
| Outer Banks Kayak Adventures | Kill Devil Hills | NC | 05/2020 | 07/2020 |
| Mulligan's Grill In Historic Cottage Row | Nags Head | NC | 06/2019 | 08/2019 |
| First Citizens Bank And Trust Company | Chapel Hill | NC | 05/2024 | 04/2025 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2021 | 05/2024 |
| University Of North Carolina At Chapel Hill | Edenton | NC | 08/2020 | 05/2021 |
| Nansemond Suffolk Academy | Suffolk | VA | 08/2012 | 05/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 05/2025 | 03/2026 |
| Vanguard Marketing Corporation | Charlotte | NC | 05/2025 | 03/2026 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-14 |
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