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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 | 2021-04-15 |
| TX | RA | APPROVED | 2021-04-15 |
Branch Locations
148 River Street Ste 120 [Satellite], Greenville, SC 29601 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 03/2005 | 04/2021 |
| Bank Of America, N.A. | Greenville | SC | 12/2009 | 04/2021 |
| Wells Fargo Advisors Financial Network, Llc | Greenville | SC | 04/2021 | Present |
CO-TRUSTEE OF FATHER'S TRUST; INV. RELATED; GREENVILLE, SC; START 4/24/2011. BOLAND FAMILY FARMS LLC, NOT INV RELATED, GREENVILLE, SC, 25% OWNERSHIP, START 4/24/2011, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, TREE FARM. JOHNROSS2 LLC; INV RELATED; GREENVILLE, SC; 100% OWNERSHIP; START DATE 12/3/2024; 180 HRS PER MONTH; 180 HRS DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-29 |
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