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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 | 2016-03-24 |
| TX | RA | APPROVED | 2016-03-24 |
Branch Locations
225 Seven Farms Dr Ste 300, Charleston, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargoa Advisors Financial Network, Llc | Charleston | SC | 03/2016 | Present |
TRUSTEE FOR THE ADA HARPER 401K, INV RELATED, CHARLESTON, SC, START 3/24/2016, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE 401K. ADA HARPER LLC, INV RELATED, CHARLESTON, SC, 100% OWNERSHIP, START 3/24/2016, 160 HOURS PER MONTH, 90 HOURS DURING TRADING, FINET PRACTICE. MILLENIUM PRIVATE WEALTH LLC, INV RELATED, CHARLESTON, SC, 14.9% OWNERSHIP, START 9/5/2023, 200 HOURS PER MONTH, 6 HOURS DURING TRADING, FINET PRACTICE. BMRH HOLDINGS, LLC, INVT RELATED, CHARLESTON, SC, 25% OWNERSHIP, START DATE 9/30/2020, 5 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE BUILDING. MILLENNIUM LEGACY PARTNERS LLC; INV. RELATED; CHARLESTON, SC; 22.5% OWNERSHIP; START DATE 9/15/2023; 10 HRS PER MONTH; 5 HRS DURING TRADING; DUTIES MANAGER, COORDINATE AND EXECUTE ADMINISTRATIVE DUTIES. MILLENIUM GROWTH PARTNERS; INV RELATED; CHARLESTON,SC; MERCHANT CASH AND STOCK AGREEMENT;16.5% OWNERSHIP; START DATE: 12/10/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-18 |
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