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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 | 2024-02-26 |
Branch Locations
406 N Main St, Summerville, SC 29483 • United States
15 S Main St Ste 300 [Rbo], Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Greenwood | SC | 09/2023 | Present |
| Wells Fargo Bank, Na | Greenwood | SC | 07/2010 | Present |
| The Port Grill | Waterloo | SC | 03/2023 | Present |
ISAGENIX; NOT INV RELATED; GREENWOOD, SC; SALES ASSOCIATE - 100% OWNERSHIP; 11/2021; 8 HOURS PER MONTH; 0 DURING TRADING; MARKET HEALTH AND WELLNESS PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-02 |
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