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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 | 2021-10-13 |
| SC | RA | APPROVED | 2020-10-26 |
Branch Locations
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 Clearing Services, Llc | Greenwood | SC | 10/2020 | Present |
| Ameriprise Financial Services, Inc. | Mount Pleasant | SC | 10/1996 | 10/2020 |
1. CABRI PROPERTIES LLC, INV RELATED, GREENWOOD, SC, 100% OWNERSHIP, START 6/3/2013, 2 HOURS PER MONTH, 2 HOURS DURING TREADING, HOLDS RENTAL PROPERTY. ZIG ZAG LLC; NOT INV RELATED; GREENWOOD, SC; 100% OWNERSHIP; START DATE 7/1/2024; 10 HOURS PER MONTH; 0 DURING TRADING; OWNER AND BOAT OPERATOR FOR FISHING TRIPS. THE LANDER FOUNDATION ; INV RELATED; GREENWOOD, SC; WELFARE OF UNIVERSITY ; FINANCE & AUDIT COMMITTEE CHAIR; START DATE: 08/01/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING;| THE LANDER FOUNDATION ; INV RELATED; GREENWOOD, SC; INVESTMENT COMMITTEE MEMBER; START DATE: 03/01/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-26 |
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