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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 | 2022-09-30 |
| SC | RA | APPROVED | 2022-08-09 |
Branch Locations
1320 Main St Ste 600, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Belleair Bluffs | FL | 10/2015 | 03/2019 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2015 | 08/2022 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 09/2016 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 08/2022 | Present |
POWER OF ATTORNEY FOR MOTHER, INV RELATED, MELROSE, MA, START: 8/16/2022, 2 HRS/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR FATHER, INV RELATED, GREENVILLE, SC, START: 1/1/2024, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-20 |
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