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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 | 2026-06-11 |
Branch Locations
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
507 Coleman Blvd, Mount Pleasant, SC 29464 • 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 | Mount Pleasant | SC | 04/2026 | Present |
| Wells Fargo Bank, Na | Mount Pleasant | SC | 04/2023 | Present |
| Code And Trust | Mount Pleasant | SC | 03/2022 | 02/2023 |
| Rented | Mount Pleasant | SC | 07/2021 | 01/2022 |
| Sustain Edu | Mount Pleasant | SC | 02/2021 | 06/2021 |
| Jrs Coding School | Charleston | SC | 08/2020 | 01/2021 |
| Island Realty | Isle Of Palms | SC | 05/2010 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-28 |
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