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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 | 2026-07-10 |
Branch Locations
1320 Main St Ste 600, Columbia, SC 29201 • United States
24 Bluffton Rd, Bluffton, SC 29910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-18 |
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