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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 | 2025-08-26 |
Branch Locations
1505 N Highway 17, Mount Pleasant, SC 29464 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
1320 Main St Ste 600, Columbia, SC 29201 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 02/2017 | 08/2018 |
| Colliers International | Charlotte | NC | 01/2015 | 10/2016 |
| Unemployed | Charlotte | NC | 10/2016 | 02/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Charlotte | NC | 10/2018 | 05/2024 |
| Tiaa | Charlotte | NC | 10/2018 | 05/2024 |
| Wells Fargo Clearing Services, Llc | Mount Pleasant | SC | 05/2025 | Present |
| Wells Fargo Bank, Na | Mount Pleasant | SC | 04/2025 | Present |
| Unemployed | Charlotte | NC | 06/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-27 |
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