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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-19 |
Branch Locations
127 F St [Office Of Convenience], Brunswick, GA 31520 • United States
200 Stephenson Ave Ste 301, Savannah, GA 31405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Community Bank | Savannah | GA | 06/2011 | 02/2018 |
| Invest Financial Corporation | Tampa | FL | 06/2013 | 02/2018 |
| Lpl Financial Llc | Savannah | GA | 02/2018 | 03/2026 |
| Wells Fargo Clearing Services, Llc. | Savannah | GA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-26 |
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