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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-07 |
| SC | RA | APPROVED | 2008-01-01 |
Branch Locations
227 Business Center Dr, Pawleys Island, SC 29585 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pawleys Island | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pawleys Island | SC | 11/2016 | Present |
JONES BEACH HOUSE LLC, INV RELATED, 20% OWNERSHIP OF FAMILY BEACH HOME, 2 HOURS PER MONTH, PAYLEYS ISLAND SC, START 4/1/1998. RIVER OAKS PROPERTY OWNERS ASSOCIATION; NOT INV. RELATED; PAWLEYS ISLAND, SC; SECRETARY; START DATE 6/2017; 1 HR PER MONTH; 0 HRS DURING TRADING; DUTIES; HANDLE CORRESPONDENCE BETWEEN THE PROPERTY OWNERS ASSOCIATION AND ITS MEMBERS AND OUTSIDE ENTITIES. RENTAL PROPERTY, INV RELATED, CLEMSON, SC, 100% OWNERSHIP, START: 12/13/2017, 2 HRS/MONTH, LESS THAN 1 HR DURING TRADING.; CO-TRUSTEE FOR MOTHER-IN-LAW'S TRUST, INV RELATED, MOUNT PLEASANT, SC, START: 12/1/2022, 1 HR/MONTH, 1 HR DURING TRADING. JONESIN IN CLEMSON, LLC, INVT RELATED, PAWLEYS ISLAND, SC, 100% OWNERSHIP WITH SPOUSE, START DATE 3/2/2023, 1 HR PER MONTH, 0 HRS DURING TRADING, HOLD RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-02 |
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