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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2022-02-01 |
| TX | RA | APPROVED_RES | 2015-04-13 |
| SC | RA | APPROVED | 2013-05-30 |
Branch Locations
75 Matthews Dr, Hilton Head Island, SC 29926 • United States
24 Bluffton Rd, Bluffton, SC 29910 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
1320 Main St Ste 600, Columbia, SC 29201 • United States
197 Okatie Village Dr, Bluffton, SC 29909 • United States
148 Sea Island Pkwy, Beaufort, SC 29907 • 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 | Columbia | SC | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-18 |
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