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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 | 2015-09-03 |
| TX | RA | APPROVED_RES | 2015-09-03 |
Branch Locations
340 E Main St, Ste 220, Spartanburg, SC 29302 • United States
15 S Main St 3Rd Fl, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Spartansburg | SC | 09/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Spartansburg | SC | 11/2016 | Present |
SPARTANBURG COUNTY COMMISSION FOR HIGHER EDUCATION; NOT INV. RELATED; SPARTANBURG, SC; BOARD MEMBER; START DATE 3/15/2023; 2 HRS PER MONTH; 2 HRS DURING TRADING; DUTIES: EVALUATING/SUPPORTING THE USC UPSTATE MISSION, VISION AND GOALS, SERVING IN AN ADVISORY ROLE TO THE CHANCELLOR, LEADING ADVOCACY FOR THE UNIVERSITY, CAMPUS MASTER PLANNING AND FACILITIES PLANNING, MANAGER THE CHE ENDOWMENT FUND, CONDUCTING OF FOUNDERS' DAY AND SPECIAL EVENTS AND RECOGNIZING SERVICE CONTRIBUTIONS TO THE UNIVERSITY. PIEDMONT CLUB, INV RELATED, SPARTANBURG, SC, AUDIT AND FINANCE COMMITTEE MEMBER, START 8/15/2019, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, ATTENDING MEETINGS WITH THE CPA TO REVIEW AND DISCUSS THE CPA'S PREPARED STATEMENTS AND RELAYING THE FINDINGS TO THE BOARD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-11 |
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