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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
| SC | RA | APPROVED | 2024-12-16 |
Branch Locations
1 Independent Drive 24Th Fl [F4-Rbo], Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Greenville | SC | 01/2023 | 08/2024 |
| Wells Fargo Bank, Na | Greenville | SC | 07/2021 | 08/2024 |
| Cottonwood Residential | Greenville | SC | 10/2017 | 03/2018 |
| Verizon Wireless | Greenville | SC | 03/2018 | 08/2018 |
| Lighthouse Property Management | Venice | FL | 05/2019 | 11/2019 |
| Englewood Savings And Trust | Englewood | FL | 05/2021 | 07/2021 |
| Jp Morgan Chase | Nokomis | FL | 03/2021 | 06/2021 |
| Unemployed | Greenville | SC | 08/2008 | 10/2017 |
| Unemployed | Venice | FL | 08/2018 | 05/2019 |
| Unemployed | Venice | FL | 11/2019 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 12/2024 | Present |
| Wells Fargo Bank, Na | Greenville | SC | 12/2024 | Present |
| Td Bank | Greenville | SC | 08/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-20 |
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