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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 | 2001-12-31 |
Branch Locations
806 Green Valley Rd Ste 100, Greensboro, NC 27408 • United States
380 Knollwood St Ste 600, Winston Salem, NC 27103 • United States
Traphill, NC • United States
Chapel Hill, NC • United States
Greensboro, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greensboro | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greensboro | NC | 11/2016 | Present |
POWER OF ATTORNEY FATHER; INV RELATED; GREENSBORO, NC; POA; START DATE: 09/03/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING;| POWER OF ATTORNEY SPOUSE; INV RELATED; GREENSBORO, NC; POA;START DATE: 09/03/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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