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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-11-14 |
| SC | RA | APPROVED | 2010-11-03 |
Branch Locations
1011 Bay St Ste 2F [Office Of Convenience], Beaufort, SC 29902 • United States
400 Merchant St, Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Beaufort | SC | 10/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Beaufort | SC | 11/2016 | Present |
5C'S LLC; INV RELATED; BEAUFORT, SC; 3.33% OWNERSHIP; FAMILY OWNED RENTAL PROPERTY; START 1/2008; 0 HRS PER MONTH; HOLDS RENTAL PROPERTY. 5CS EQUAL PARTNERSHIP LLC; INV RELATED; BEAUFORT, SC; 25% OWNERSHIP; OWN A PIECE OF REAL ESTATE; START 10/1/2017; 0 HRS PER MONTH; 0 HRS DURING TRADING; HOLDS REAL ESTATE. BEAUFORT COUNTY OPEN LAND TRUST; INVESTMENT RELATED; BEAUFORT,SC; FINANCE COMMITTEE MEMBER; START 1/27/2020; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 1; ENSURING ALIGNMENT WITH THE INVESTMENT POLICY STATEMENT, REVIEWING T BUDGET. RENTAL PROPERTY; INV. RELATED; ST. HELENA ISLAND, SC; 25% OWNERSHIP; START DATE 10/2021; 0 HRS PER MONTH. NO NAME CREEK; INV RELATED; BEAUFORT, SC; 100% OWNERSHIP WITH SPOUSE; START 03/04/2024; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; HOLDS REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-11 |
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