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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-15 |
| GA | RA | APPROVED | 2018-03-15 |
Branch Locations
315 Hawthorne Ln Hawthorne Professional Park, Athens, GA 30606 • United States
Brookhaven, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Athens | GA | 01/2018 | Present |
| Aon Hewitt | Atlanta | GA | 02/2011 | 12/2017 |
CO-TRUSTEE FOR NEPHEW'S TRUST; INV. RELATED; BROOKHAVEN, GA; START 4/2010; 1 HR PER MONTH; 0 HRS DURING TRADING.; TRUSTEE FOR NIECE, INV RELATED, BROOKHAVEN, GA, START: 8/12/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; TRUSTEE FOR NEPHEW, INV RELATED, BROOKHAVEN, GA, START: 8/9/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; EXECUTOR FOR BROTHER, INV RELATED, BROOKHAVEN, GA, START: 5/20/2024, 40 HOURS A MONTH, 0 HOURS DURING TRADING.; BROOKHAVEN ROTARY CLUB; INV RELATED; BROOKHAVEN, GA; TREASURER; 07/2025; 3 HOURS PER MONTH; 0 HOURS DURING TRADING; MEMBERSHIP ORGANIZATION THAT SERVES THE COMMUNITY | GEORGIA ROTARY DISTRICTS CHARACTER EDUCATION PROGRAM, INV RELATED, SMYRNA, GA, FINANCE COMMITTEE MEMBER, START: 9/20/2024, 3 HOURS A MONTH, 0 HOURS DURING TRADING, SUPPORTING EDUCATION AND CHARACTER BUILDING WITHIN GEORGIA HIGH SCHOOLS. | GEORGIA ROTARY DISTRICTS CHRACTER EDUCATION PROGRAM; NOT INV RELATED; SMYRNA, GA; TREASURER; 09/2025; 1 HOUR PER MONTH; 0 DURING TRADING; THE PROGRAM SPONSORS THE GA LAWS OF LIFE ESSAY CONTEST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-15 |
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