Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-07-26
  • SC RA
    APPROVED
    Since 2019-07-26

Branch Locations

320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States

1320 Main St Ste 600, Columbia, SC 29201 • United States

648 Long Point Rd, Mount Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc. Summerville SC 01/2019 Present
Wells Fargo Bank Na Summerville SC 05/2013 Present
Other Businesses

MAJ Designs LLC. This is a family connection. My daughther is the graphic designer and will the be face and service provider offerring freelance graphic design services to companies - digital, print, etc. Position-business manager. none during securities trading hours - all time will be during personal hours. INSTACART ; NOT INV RELATED;SAN FRANCISCO,CA; GIG WORK; SHOPPER; START DATE: 05/01/2026; 20 HRS PER MONTH; 0 HRS DURING TRADING;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-26
S63 Uniform Securities Agent State Law Examination 2019-07-09
  • S65 Uniform Investment Adviser Law Examination
    2019-07-26
  • S63 Uniform Securities Agent State Law Examination
    2019-07-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Charleston, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor