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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-02 |
| SC | RA | APPROVED | 2021-06-21 |
Branch Locations
1320 Main St Ste 600, Columbia, SC 29201 • United States
1505 N Highway 17, Mount Pleasant, SC 29464 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
3080 Ironclad Alley, Mount Pleasant, SC 29466 • United States
648 Long Point Rd, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wachovia Bank, N.A. | Columbia | SC | 11/2007 | 10/2020 |
| Wells Fargo Advisors Llc | Summerville | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Summerville | SC | 11/2016 | 10/2020 |
| Lakeview Capital Partners | Atlanta | GA | 12/2020 | 01/2021 |
| Wells Fargo Clearing Services, Llc | Mount Pleasant | SC | 05/2021 | Present |
| Wells Fargo Bank, Na | Mount Pleasant | SC | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-04 |
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