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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2021-01-19 |
| SC | RA | APPROVED | 2019-03-29 |
Branch Locations
One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES
1 disclosure category 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 |
|---|---|---|---|---|
| Suntrust Bank | Charlotte | NC | 07/2013 | 05/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2014 | 05/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 05/2018 |
| Wells Fargo Bank, Na | Lancaster | SC | 02/2019 | Present |
| Wells Fargo Clearing Services, Llc | Lancaster | SC | 02/2019 | Present |
| Heafner Financial | Charlotte | NC | 05/2018 | 09/2018 |
| Unemployed | Waxhaw | NC | 09/2018 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-12 |
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