Best Investors Account Sign in
Current Employers
Wells Fargo Clearing Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-07-10
  • SC RA
    APPROVED
    Since 2026-07-10

Branch Locations

1320 Main St Ste 600, Columbia, SC 29201 • United States

24 Bluffton Rd, Bluffton, SC 29910 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Bluffton SC 05/2026 Present
Wells Fargo Bank, Na Bluffton SC 04/2026 Present
Unemployed - Student Parkland FL 05/2016 10/2018
Ucf Orlando FL 10/2018 05/2025
Truist Bank Pittsboro NC 10/2024 04/2026
Fromuth Orlando FL 01/2020 10/2023
Interlachen Winter Park FL 10/2023 10/2024
  • 05/2026 → Present
    Bluffton, SC
  • 04/2026 → Present
    Wells Fargo Bank, Na
    Bluffton, SC
  • 05/2016 → 10/2018
    Unemployed - Student
    Parkland , FL
  • 10/2018 → 05/2025
    Ucf
    Orlando, FL
  • 10/2024 → 04/2026
    Truist Bank
    Pittsboro, NC
  • 01/2020 → 10/2023
    Fromuth
    Orlando, FL
  • 10/2023 → 10/2024
    Interlachen
    Winter Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-10
S63 Uniform Securities Agent State Law Examination 2026-06-18
  • S65 Uniform Investment Adviser Law Examination
    2026-07-10
  • S63 Uniform Securities Agent State Law Examination
    2026-06-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Columbia, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor