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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 | 2022-06-10 |
Branch Locations
1525 West Wt Harris Blvd Bldg 3, 3Rd & 5Th Fls, Charlotte, NC 28262 • United States
Mooresville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca Of Greater Charlotte | Charlotte | NC | 06/2005 | Present |
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | Charlotte | NC | 06/2022 | Present |
YMCA OF GREATER CHARLOTTE; -NOT INVESTMENT RELATED; 21300 DAVIDSON ST. CORNELIUS, NC; FITNESS AND COMMUNITY SERVICE ORGANIZATION; SWIMMING INSTRUCTOR AND TRIATHLON COACH; 6/05 TO PRESENT; APPROX 10 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; I TEACH CHILDREN TO SWIM AND I COACH ADULTS IN TRIATHLON.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-11 |
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