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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| SC | RA | APPROVED | 2026-03-05 |
Branch Locations
245 Harbison Blvd, Columbia, SC 29212 • United States
1825 N Highway 17, Mt. Pleasant, SC 29464 • United States
1101 Lady St Ste 101, Columbia, SC 29201 • United States
10134 Two Notch Rd, Columbia, SC 29223 • United States
2300 Decker Blvd # A, Columbia, SC 29206 • United States
896 Folly Rd, Charleston, SC 29412 • United States
4800 Garners Ferry Rd, Columbia, SC 29209 • United States
960 Houston Northcutt Blvd, Mount Pleasant, SC 29464 • United States
2089 Ashley Phosphate Rd, North Charleston, SC 29406 • United States
177 Meeting St, Charleston, SC 29401 • United States
2960 Rivertowne Pkwy, Mt. Pleasant, SC 29466 • United States
1300 N Main St, Summerville, SC 29483 • United States
10040 Dorchester Rd, Summerville, SC 29485 • United States
177 Meeting St, Charleston, SC 29401 • United States
17102 Us Highway 17, Hampstead, NC 28443 • United States
15 Towne Dr, Bluffton, SC 29910 • United States
1195 Dutch Fork Rd, Irmo, SC 29063 • United States
1259 Nexton Pkwy, Summerville, SC 29486 • United States
8006 N Kings Hwy, Myrtle Beach, SC 29572 • United States
11854 Highway 707, Murrells Inlet, SC 29576 • United States
139 Sapwood Rd, Myrtle Beach, SC 29579 • United States
873 Island Park Dr, Charleston, SC 29492 • United States
10391 Ocean Hwy, Pawleys Island, SC 29585 • United States
1129 Savannah Highway Suite 400, Charleston, SC 29407 • United States
5234 Sunset Blvd, Lexington, SC 29072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Charleston | SC | 02/2026 | Present |
| Ameriprise Financial Services, Llc | Charleston | SC | 11/2023 | 02/2026 |
| Comerica Bank | Charleston | SC | 06/2023 | 02/2026 |
| Wells Fargo Bank | Charleston | SC | 04/2023 | 06/2023 |
| Capital Investment Adv Group | Wilmington | NC | 07/2021 | 04/2023 |
| Wells Fargo Bank | Charleston | SC | 09/2003 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-16 |
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