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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2022-08-03 |
| TX | RA | APPROVED | 2022-08-02 |
Branch Locations
1320 Main St Ste 600, Columbia, SC 29201 • United States
5820 Calhoun Memorial Hwy, Easley, SC 29640 • United States
667 Fairview Rd, Simpsonville, SC 29680 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2012 | 08/2022 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 08/2022 | Present |
RENTAL PROPERTY, INV RELATED, EDISTO ISLAND, SC, 100% OWNERSHIP, START 2/15/24, 0 HRS PER MONTH& DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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