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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Columbia | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Columbia | SC | 11/2016 | 02/2017 |
| Bb&T Bank | Columbia | SC | 02/2017 | Present |
| Bb&T Investment Services, Inc. | Charlotte | NC | 02/2017 | Present |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | Present |
| Truist Investment Services, Inc. | Columbia | SC | 02/2021 | Present |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | Present |
SOUTH CAROLINA HIGH SCHOOL LEAGUE POSITION: Referee NATURE: High school referee for wrestling. INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: Columbia SC, United States DESCRIPTION: Refereeing high school wrestling matches and tournaments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-05 |
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