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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 | 2026-03-18 |
Branch Locations
667 Fairview Rd, Simpsonville, SC 29680 • 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 Clearing Services, Llc | Simpsonville | SC | 11/2025 | Present |
| Wells Fargo Bank, Na | Simpsonville | SC | 01/2024 | Present |
| Top Golf | Greenville | SC | 04/2019 | 12/2023 |
| Vite Inc | Simpsonville | SC | 08/2018 | 11/2019 |
| College Of Charleston | Charleston | SC | 05/2014 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-20 |
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