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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 | 2025-08-29 |
| SC | RA | APPROVED | 2017-03-28 |
| GA | RA | APPROVED | 2016-07-01 |
Branch Locations
400 Merchant St, Hilton Head Island, SC 29926 • 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 | Savannah | GA | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 11/2016 | Present |
CO TRUSTEE FOR MOTHER; INVESTMENT RELATED; PICKERINGTON,OH; START DATE 10/15/2015; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-23 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-15 |
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