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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-22 |
| SC | RA | APPROVED | 2025-08-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc, | North Myrtle Beach | SC | 07/2014 | 11/2016 |
| Wells Fargo Bank, N.A | Anderson | SC | 12/2013 | 04/2025 |
| Wells Fargo Clearing Services, Llc | North Myrtle Beach | SC | 11/2016 | 04/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 03/2025 | Present |
| Bank Of America, N.A. | Greenville | SC | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-09 |
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