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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 | 2022-09-28 |
| VA | RA | APPROVED | 2022-09-28 |
Branch Locations
1800 Bayberry Ct Ste 100 Meridian Office Building, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ab&R Catering | Richmond | VA | 01/2016 | 12/2017 |
| Panera Bread Co. | Richmond | VA | 06/2015 | 08/2018 |
| Camp Seagull | Arapahoe | NC | 06/2016 | 08/2018 |
| Whitehouse Catering | Richmond | VA | 05/2017 | 08/2017 |
| Sunglasshut | Richmond | VA | 06/2018 | 08/2018 |
| Charleston Day School | Charleston | SC | 10/2018 | 02/2019 |
| Wells Fargo Advisors | Charleston | SC | 06/2019 | 08/2019 |
| Douglas Freeman High School | Richmond | VA | 09/2013 | 06/2017 |
| College Of Charleston | Charleston | SC | 08/2017 | 05/2021 |
| Equitable Advisors, Llc | New York | NY | 07/2021 | 09/2022 |
| Carolina Capital Management | Mt. Pleasant | SC | 06/2020 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Richmond | VA | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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