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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-01-18 |
| TX | RA | APPROVED | 2019-01-18 |
Branch Locations
1831 W Evans Street Ste. 220, Florence, SC 29501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Florence | SC | 01/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Florence | SC | 11/2016 | 01/2019 |
| Janney Montgomery Scott Inc. | Columbia | SC | 01/2019 | Present |
1. Darlington Presbyterian Church, Darlington, SC. Service as a Ruling Elder on the Session/Chair either Property Comm or Stewardship (01/1991); The Session governs the church/decision making body. Not compensated, not investment related, 4 hrs/month. 2. Darlington Presbyterian Church, Darlington, SC. Chairman of Music and Worship Committee (01/2025). Not investment related, not compensated, 2 hours/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-02 |
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