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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 | 2022-09-21 |
| TX | RA | APPROVED | 2022-09-21 |
Branch Locations
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leeward Insurance Services Llc | Mt Pleasant | SC | 12/2004 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 10/2009 | 09/2022 |
| Bank Of America, Na | Charleston | SC | 12/2009 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-01 |
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