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Bee Cave, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-24 |
| CA | RA | APPROVED | 2026-07-30 |
| HI | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED_RES | 2026-07-30 |
| VA | RA | APPROVED | 2026-07-30 |
| NV | RA | APPROVED | 2026-07-29 |
| SC | RA | APPROVED | 2026-07-29 |
Branch Locations
Summerville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Charleston | SC | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 11/2016 | 02/2025 |
| Unemployed | Summerville | SC | 02/2025 | 07/2026 |
| Whitwell & Co., Llc | Austin | TX | 07/2026 | Present |
RENTAL PROPERTY, INV RELATED, SUMMERVILLE, SC, 100% OWNERSHIP, START 3/1/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD. |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-07 |
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