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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 | 2026-07-16 |
| TX | RA | APPROVED | 2026-07-16 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beaufort | SC | 04/2019 | 07/2026 |
| Marriott Vacation Club - Marriott's Sea Pines Properties | Hilton Head | SC | 10/2017 | 04/2019 |
| Hmv Hotels Llc Dba Holiday Inn & Suites Beaufort @ Highway 21 | Beaufort | SC | 09/2015 | 10/2017 |
| Bank Of America, N.A. | Beaufort | SC | 05/2019 | 07/2026 |
| Wells Fargo Clearing Services, Llc | Hilton Head | SC | 07/2026 | Present |
I*511905 For profit or not for profit: Entity Charitable Name of outside business organization: Sea Island Presbyterian Church Endowment Committee Investment related: Y Address of business: Beaufort, South Carolina, 29907 Nature of business: Church or Religious Organization Position, title, association: Committee, Endowment committee Start date of relationship: 8/1/2021 Number of hours devoted: 1 hr Mthly Number of hours devoted during trading hours: 0 Duties: I have been invited to sit on the Sea Island Presbyterian Church Endowment Committee. I am a member at SIPC and my dad is the senior Pastor there. The head of the Endowment Committee does not have a background in anything financial. I*: 887241 Entity Type: Entity Charitable Name of OBA: The Beaufort Citadel Club Address: Charleston, SC 29409 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 11/18/2024 Number of Hours: 15 hrs annually Number of Hours during trading: 0 Duties: I've been elected as and asked to be the President of The Beaufort Citadel Club. I will not oversee or handle any funds in this positions. My role will be to support The Citadel Alumni Association and our club in planning, scheduling, and managing local events for Beaufort grads. All decisions go through the board and are not my sole decision.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
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