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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 | 2025-06-24 |
Branch Locations
1720 Woodruff Rd, Greenville, SC 29607 • United States
1320 Main St Ste 600, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Holbrook | NY | 06/2015 | 08/2023 |
| Truist Advisory Services Inc. | Spartanburg | SC | 08/2023 | 06/2025 |
| Truist Investment Services Inc. | Spartanburg | SC | 08/2023 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 06/2025 | Present |
AP RUSTIC CREATIONS; NOT INV RELATED; MOORE, SC; 100% OWNERSHIP; 06/2025; 24 HOURS PER MONTH; 0 DURING TRADING; HANDMADE LEATHER CRAFTS | RENTAL PROPERTY; INV RELATED; SPARTANBURG, SC; 100% OWNERSHIP WITH SPOUSE; 06/2025; 2 HOURS PER MONTH; 0 DURING TRADING; RENTAL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-26 |
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