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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_RES | 2011-07-08 |
| GA | RA | APPROVED | 2008-01-01 |
Branch Locations
200 Stephenson Ave Ste 301, Savannah, GA 31405 • United States
Savannah, GA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Savannah | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 11/2016 | Present |
BOY SCOUTS OF AMERICA COASTAL GEORGIA COUNCIL, INVT RELATED, SAVANNAH, GA, CHAIR OF ENDOWMENT COMMITTEE, START DATE 6/23/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, REPORT TO THE BOARD PERFORMANCE OF THE ENDOWMENT ACCOUNT PERIODICALLY. CHRIST CHURCH ANGLICAN, INVT RELATED, SAVANNAH, GA, FINANCE COMMITTEE MEMBER, START DATE 7/21/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO REVIEW ALL INCOME AND MONTHLY EXPENSES OF THE CHURCH. COASTAL GEORGIA COUNCIL, INVT RELATED, SAVANNAH, GA, FINANCE COMMITTEE MEMBER, START DATE 8/18/2022, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TO REVIEW BUDGET, ASSIST WITH AUDITS AND 990 REVIEW.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1979-11-07 |
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