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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-18 |
| SC | RA | APPROVED | 2018-05-21 |
Branch Locations
235 Magrath Darby Blvd Ste 330, Mt Pleasant, SC 29464 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 05/2018 |
| Truist Investment Services | Atlanta | GA | 05/2018 | Present |
| Truist Advisory Services, Inc | Atlanta | GA | 05/2018 | Present |
MY THREE C'S LLC POSITION: Partner NATURE: My wife and I own My Three Cs, which owns investment real estate. Properties are managed by a third party. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/31/2025 ADDRESS: Isle of Palms SC, United States DESCRIPTION: This is a passive investment for me, my wife handles communication with management company for two rental units.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-09 |
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