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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-10 |
| GA | RA | APPROVED | 2023-10-04 |
| AZ | RA | APPROVED | 2022-12-02 |
| TX | RA | APPROVED_RES | 2016-04-28 |
| SC | RA | APPROVED | 2016-03-30 |
Branch Locations
225 Seven Farms Dr Ste 300, Charleston, SC 29492 • United States
148 River Street Ste 120 [Satellite], Greenville, SC 29601 • United States
300 Drayton St [Satellite], Savannah, GA 31401 • United States
3573 E. Sunrise Drive Suite 225B [Satellite], Tucson, AZ 85718 • United States
300 Spectrum Center Dr Ste 845 [Satellite], Irvine, CA 92618 • United States
2 disclosure categories 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 Financial Network, Llc | Charleston | SC | 03/2016 | Present |
BISHOP ENGLAND HIGH SCHOOL, NOT INV RELATED, CHARLESTON, SC, HEAD GOLF COACH, START 2/20/2019, 30 HOURS PER MONTH, 12 HOURS DURING TRADING, COACH HIGH SCHOOL GOLF TEAM.; TRUSTEE FOR DARK STAR CAPITAL LLC 401K, INV RELATED, CHARLESTON, SC, START 3/24/2016, 1 HR/MONTH, 1 HR DURING TRADING, FINET PRACTICE 401K. DARK STAR CAPITAL LLC, INV RELATED, DANIEL ISLAND, SC, 100% OWNERSHIP, START 3/24/2016, 160 HOURS PER MONTH, 90 HOURS DURING TRADING, FINET PRACTICE.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, LOUISVILLE, KY, START 6/18/2020, 20 HRS/MONTH, 20 HRS DURING TRADING. MILLENNIUM PRIVATE WEALTH LLC, INV RELATED, CHARLESTON, SC, 17.64% OWNERSHIP START 9/5/2023, 200 HOURS PER MONTH, 6 HOURS DURING TRADING, FINET PRACTICE. BMRH HOLDINGS LLC, INV RELATED, CHARLESTON, SC, 25% OWNERSHIP, START 9/30/2020, 5 HOURS PER MONTH, ZERO DURING TRADING, HOLDS PRACTICE BUILDING.; TRUTEE FOR MOTHER'S TRUST, INV RELATED, DANIEL ISLAND, SC, START 12/17/2020, LESS THAN 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR FATHER'S TRUST, INV RELATED, DANIEL ISLAND, SC, START 12/22/2020, LESS THAN 1 HR/MONTH, 0 HRS DURING TRAIDNG. MILLENNIUM LEGACY PARTNERS LLC, INV RELATED, CHARLESTON, SC, 22.5% OWNERSHIP, START 9/15/2023, 10 HRS PER MONTH, 5 HRS DURING TRADING; FINET PRACTICE BLUE MIST RACING LLC, NOT INV RELATED, CHARLESTON, SC, 100% OWNERSHIP, START 11/1/24, 5 HRS PER MONTH, 0 HRS DURING TRADING, RACEHORSE; MILLENNIUM PRIVATE WEALTH, LLC; INV RELATED; CHARLESTON,SC; FINET PRTC ;17.64% OWNERSHIP; START DATE: 09/05/2023; 220 HRS PER MONTH; 0 HRS DURING TRADING; | MILLENIUM GROWTH PARTNERS; NOT INV RELATED; CHARLESTON,SC; MERCHANT CASH AND STOCK AGREEMENT;16.5% OWNERSHIP; START DATE: 12/10/2025; 5 HRS PER MONTH; 5 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-16 |
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