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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-20 |
| TX | RA | APPROVED | 2023-01-18 |
Branch Locations
394 Milledge Avenue Suite 106, Athens, GA 30605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Athens | GA | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Athens | GA | 11/2016 | 01/2023 |
| Stifel, Nicolaus & Company, Incorporated | Athens | GA | 01/2023 | Present |
1. George Walton Academy; 1 Bulldog Drive, Monroe, GA 30655; K-12 Education; CHairman of the Board of Trustees; Oversee the mission of the school; 01/31/2010; 2 Hours per Month; Not during securities trading hours; Not Investment-Related. 2. Boys and Girls Club of NE Georgia; PO Box 767, Madison, GA 30650; Improving the lives of under-priviledged children; Board Chair; Overseeing the mission of the club; 01/31/2019; 2 Hours per Month; Not during securities trading hours; Not Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-09 |
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