Brian Duncan Ames

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2024-05-13

Branch Locations

1616 Central Ave, Charlotte, NC 28205 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Florida Financial Advisors Dba Georgia Financial Advisors	Charlotte	NC	08/2023	04/2024
Aflac Inc.	Columbus	GA	06/2021	07/2023
Clemson University	Clemson	SC	08/2017	05/2021
Sunset Marina On Lake Keowee	Seneca	SC	05/2022	09/2022
Pot Belly Deli	Clemson	SC	09/2019	03/2020
Milton High School	Milton	GA	08/2013	05/2017
Pins Mechanical Co	Charlotte	NC	03/2024	Present
Wells Fargo Clearing Services, Llc	Charlotte	NC	05/2024	Present
Wells Fargo Bank, Na	Charlotte	NC	05/2024	Present

08/2023 → 04/2024

Florida Financial Advisors Dba Georgia Financial Advisors

Charlotte, NC
06/2021 → 07/2023

Aflac Inc.

Columbus, GA
08/2017 → 05/2021

Clemson University

Clemson, SC
05/2022 → 09/2022

Sunset Marina On Lake Keowee

Seneca, SC
09/2019 → 03/2020

Pot Belly Deli

Clemson, SC
08/2013 → 05/2017

Milton High School

Milton, GA
03/2024 → Present

Pins Mechanical Co

Charlotte, NC
05/2024 → Present

Wells Fargo Clearing Services, Llc

Charlotte, NC
05/2024 → Present

Wells Fargo Bank, Na

Charlotte, NC

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-06-11
S65	Uniform Investment Adviser Law Examination	2023-06-27

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