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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 | 2023-11-30 |
| MD | RA | APPROVED | 2021-11-17 |
Branch Locations
Charleston, SC • United States
225 Schilling Circle Suite 100 [Satellite], Hunt Valley, MD 21030 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Hunt Valley | MD | 08/2014 | 02/2021 |
| Truist Investment Services, Inc. | Hunt Valley | MD | 02/2021 | 11/2021 |
| Truist Advisory Services, Inc. | Hunt Valley | MD | 02/2021 | 11/2021 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 11/2021 | Present |
LIVEWIRZ,LLC; INV. RELATED; HUNT VALLEY,MD; 100% OWNERSHIP; START DATE 12/05/2021; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 6.5; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-05 |
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