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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 | 2026-05-26 |
Branch Locations
75 Matthews Dr, Hilton Head Island, SC 29926 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Hilton Head Island | SC | 01/2026 | Present |
| Wells Fargo Bank, Na | Hilton Head Island | SC | 03/2025 | Present |
| Unemployed | Bluffton | SC | 03/2024 | 02/2025 |
| Encore Producer's Group | Remote | SC | 07/2023 | 02/2024 |
| New York Life Insurance Company | Charleston | SC | 08/2022 | 06/2023 |
| Georgia Southern University | Statesboro | GA | 08/2019 | 12/2022 |
| East Georgia State University | Swainsboro | GA | 08/2017 | 05/2019 |
| Harrison High School | Kennesaw | GA | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2026-03-26 |
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