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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 | 2002-06-20 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
401 N Tryon St 9Th Fl, Charlotte, NC 28202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charlotte | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 11/2016 | Present |
6479 HOLDINGS, LLC, INV-RELATED, CHARLOTTE, NC, TO HOLD RENTAL PROPERTIES, 50% OWNERSHIP, START 6/4/2015, 2 HRS/MO, 0 DURING TRADING.| POWER OF ATTORNEY FOR MOTHER, INV RELATED, CHARLOTTE, NC, START 10/15/2020, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR MOTHER'S TRUST, INV RELATED, CHARLOTTE, NC, START: 9/11/2024, 2 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-29 |
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