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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-03-11 |
| TX | RA | APPROVED | 2022-03-08 |
Branch Locations
101 World Dr Ste 175, Peachtree City, GA 30269 • United States
5900 River Rd Fl1 Ste 101 [Satellite], Columbus, GA 31904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Columbus | GA | 11/2021 | Present |
| Suntrust Bank Now Truist Bank | Columbus | GA | 08/2018 | 11/2021 |
| Synovus Bank | Columbus | GA | 05/2008 | 08/2018 |
TRUSTEE FOR WICKHAM CAPITAL 401K, INV RELATED, COLUMBUS, GA, START: 1/1/2022, 1 HR/MONTH, 0 HRS DURING TRADING.| UPTOWN COLUMBUS BUSINESS IMPROVEMENT DISTRICT; NOT INV RELATED; COLUMBUS, GA; TREASURER; START DATE 07/01/2022; 1 HOUR PER MONTH; 1 HOUR DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-11 |
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