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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 | 2026-01-06 |
Branch Locations
401 S Tryon St, Charlotte, NC 28202 • United States
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • 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 | Charlotte | NC | 10/2024 | Present |
| Wells Fargo Bank | Charlotte | NC | 05/2024 | Present |
| Gohealth | Charlotte | NC | 05/2020 | 05/2024 |
| U.S Army | Fort Jackson | SC | 07/2013 | 11/2024 |
| U.S. Census Bureau | Charlotte | NC | 12/2019 | 05/2020 |
OCUPACION LLC - 100% OWNERSHIP; NOT INV RELATED;KANNAPOLIS ,NC; BUSINESS CONSULTING AND GOVERNMENT CONTRACTING;100% OWNERSHIP; START DATE: 06/29/2026; 40 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
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