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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_RES | 2026-08-11 |
| SC | RA | APPROVED | 2023-03-28 |
Branch Locations
1320 Main St Ste 600, Columbia, SC 29201 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
197 Okatie Village Dr, Bluffton, SC 29909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Middletown | NJ | 07/2015 | 04/2017 |
| Regal Securities | Glenview | IL | 04/2017 | 01/2021 |
| Lpl Financial, Llc | Hilton Head | SC | 01/2021 | 11/2021 |
| Newbridge Securities Corporation | Hilton Head | SC | 11/2021 | 02/2023 |
| Newbridge Financial Services Group Inc. | Hilton Head | SC | 11/2021 | 02/2023 |
| Wells Fargo Clearing Services | Bluffton | SC | 02/2023 | Present |
| Wells Fargo Bank, Na | Bluffton | SC | 02/2023 | Present |
1) 1/2018 - Business Owner - Two River Home Inspectors, LLC - Not Investment Related - Hilton Head, SC 29926 Owner/Operator Perform home inspections for prospective home buyers. 10% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-10 |
| S66 | Uniform Combined State Law Examination | 2017-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-12 |
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