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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-11 |
Branch Locations
2616 Wade Hampton Blvd, Greenville, SC 29615 • United States
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 |
|---|---|---|---|---|
| Vanguard | Charlotte | NC | 06/2022 | 12/2025 |
| University Of South Carolina | Columbia | SC | 08/2018 | 05/2022 |
| Pag Marketing | Columbia | SC | 03/2022 | 04/2022 |
| Fancy That Catering And Bistro | Columbia | SC | 10/2018 | 05/2022 |
| Columbia Fireflies | Columbia | SC | 04/2021 | 08/2021 |
| Southern Valet | Greenville/Columbia | SC | 03/2015 | 03/2021 |
| Woodmont High School | Piedmont | SC | 08/2014 | 07/2018 |
| Self-Employed | Charlotte | SC | 06/2022 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 04/2026 | Present |
| Wells Fargo Bank, Na | Greenville | SC | 04/2026 | Present |
| Unemployed | Fountain Inn | SC | 12/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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