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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 | 2025-10-08 |
Branch Locations
210 Hwy 17 N, North Myrtle Beach, SC 29582 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
1320 Main St Ste 600, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | North Myrtle Beach | SC | 01/2024 | Present |
| Wells Fargo Clearing Services, Llc | North Myrtle Beach | SC | 08/2025 | Present |
| Copley Investment Management | Wilminton | NC | 05/2023 | 01/2024 |
| Wells Fargo Bank, Na | North Myrtle Beach | SC | 11/2021 | 05/2023 |
| City Of North Myrtle Beach | North Myrtle Beach | SC | 06/2015 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-15 |
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