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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_RES | 2026-06-22 |
| SC | RA | APPROVED | 2024-08-28 |
| NJ | RA | APPROVED | 2021-06-08 |
Branch Locations
210 Hwy 17 N, North Myrtle Beach, SC 29582 • United States
1320 Main St Ste 600, Columbia, SC 29201 • United States
320 Broad St 4Th Fl [Rbo], Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Doylestown | PA | 09/2015 | Present |
| Wells Fargo Clearing Services, Llc | Doylestown | PA | 01/2018 | Present |
RENTAL PROPERTY - 5426 SIMPSON CIRCLE; INV RELATED; DOYLESTOWN,PA; RENTAL PROPERTY;100% OWNERSHIP; START DATE: 07/23/2025; 10 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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