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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2018-09-17 |
| SC | RA | APPROVED | 2015-09-04 |
| TX | RA | APPROVED | 2015-09-04 |
Branch Locations
15 S Main St 3Rd Fl, Greenville, SC 29601 • United States
Simpsonville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Greenville | SC | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2016 | Present |
FIRST PRESBYTERIAN CHURCH GREENVILLE, INVT RELATED, GREENVILLE, SC, FINANCE/STEWARDSHIP COMMITTEE MEMBER, START DATE 4/15/2024, 1-2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING STEWARDSHIP THROUGH EDUCATION AND TEACHING TO CONGREGATION. OVERSEEING THE ANNUAL STEWARDSHIP CAMPAIGN, REVIEWING INCOME STATEMENT, BALANCE SHEET, STATES OF CASH FLOWS. ASSISTING CHURCH STAFF, MAKING RECOMMENDATIONS ON BUDGET MODIFICATIONS AS WELL AS DEFICIENCIES IN RECEIPTS AS COMPARED TO THE BUDGET.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-28 |
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