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34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-16 |
Branch Locations
1600 Augusta Road, Greenville, SC 29605 • United States
2801-B Wade Hampton Blvd, Taylors, SC 29687 • United States
656 S. Main Street, Greenville, SC 29601 • United States
3556 Pelham Road, Greenville, SC 29615 • United States
255 E Stone Avenue, Greenville, SC 29609 • United States
1 Augusta Street Suite 301, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Easley | SC | 02/2011 | 08/2018 |
| Wells Fargo Advisors Llc | Easley | SC | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Easley | SC | 11/2016 | 08/2018 |
| Suntrust Investment Services Inc | Atlanta | GA | 09/2018 | 09/2022 |
| Suntrust Bank | Easley | SC | 09/2018 | 09/2022 |
| Edward Jones | St Louis | MO | 09/2022 | 01/2026 |
| Fifth Third | Greenville | SC | 01/2026 | Present |
| Fifth Third Securities | Greenville | SC | 01/2026 | Present |
Eighty-Four Farms LLC - 120 Odom Road, Easley, SC 29640 - livestock farming - co-owner - nominal hrs/mo (0 mkt hrs) - not securities related - will not interfere with duties at firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-26 |
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