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Adela C. Coffey

Wells Fargo Clearing Services, LLC

Columbia, SC

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-03
SC RA APPROVED 2025-05-28
  • TX RA
    APPROVED
    Since 2025-06-03
  • SC RA
    APPROVED
    Since 2025-05-28

Branch Locations

1320 Main St Ste 600, Columbia, SC 29201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Charleston SC 06/2023 01/2024
Raymond James & Associates, Inc. Charleston SC 01/2024 05/2025
Aspen Ski Company Snowmass CO 11/2022 04/2023
Jeter Hrubula Wealth Strategies Isle Of Palms SC 05/2022 10/2022
Crown Advisors Mt. Pleasant SC 06/2021 08/2021
Hobcaw Yacht Club Mt. Pleasant SC 06/2018 08/2019
Wando High School Mt. Pleasnt SC 08/2014 06/2018
Wofford College Spartanburg SC 09/2018 05/2022
Wells Fargo Advisors Charleston SC 05/2025 Present
  • 06/2023 → 01/2024
    Raymond James & Associates, Inc.
    Charleston, SC
  • 01/2024 → 05/2025
    Raymond James & Associates, Inc.
    Charleston, SC
  • 11/2022 → 04/2023
    Aspen Ski Company
    Snowmass, CO
  • 05/2022 → 10/2022
    Jeter Hrubula Wealth Strategies
    Isle Of Palms, SC
  • 06/2021 → 08/2021
    Crown Advisors
    Mt. Pleasant, SC
  • 06/2018 → 08/2019
    Hobcaw Yacht Club
    Mt. Pleasant, SC
  • 08/2014 → 06/2018
    Wando High School
    Mt. Pleasnt, SC
  • 09/2018 → 05/2022
    Wofford College
    Spartanburg, SC
  • 05/2025 → Present
    Wells Fargo Advisors
    Charleston, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-27
  • S66 Uniform Combined State Law Examination
    2025-02-27
Other Names
  • Adela Carpenter Coffey
  • Adela C Coffey

View on SEC IAPD

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Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC
PARK AVENUE SECURITIES LLC · COLUMBIA, SC
EDWARD JONES · COLUMBIA, SC
CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC
BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC

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