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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 | 2018-05-16 |
| SC | RA | APPROVED | 2008-01-01 |
Branch Locations
400 Merchant St, Hilton Head Island, SC 29926 • United States
Hilton Head Island, SC • 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 Advisors Llc | Hilton Head Island | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hilton Head Island | SC | 11/2016 | Present |
BAKALA FOUNDATION USA; NOT INVESTMENT RELATED; GREENVILLE,SC; BOARD OF DIRECTORS; START DATE 04/29/2019; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS AND REVIEW CHARITABLE GRANTS FROM THE FOUNDATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-21 |
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