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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-26 |
| PA | RA | APPROVED | 2026-01-26 |
| SC | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
1441 Main Street Suite 700, Columbia, SC 29201 • United States
111 Coleman Blvd Suite 403, Mt. Pleasant, SC 29464 • United States
401 Park Avenue Sw Suite B, Aiken, SC 29801 • United States
1831 W Evans Street Ste. 220, Florence, SC 29501 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Philadelphia | PA | 07/2010 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 08/2022 | 01/2026 |
| First Citizens Investor Services | Raleigh | NC | 08/2018 | 08/2018 |
| Janney Montgomery Scott Llc | Mt. Pleasant | SC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-13 |
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