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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 | 2023-04-24 |
Branch Locations
2050 Corporate Centre Dr, Myrtle Beach, SC 29577 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | MD | 04/2018 | 01/2021 |
| Bank Of America, N.A. | Phoenix | MD | 04/2018 | 01/2021 |
| Planet Home Lending | Columbia | MD | 07/2016 | 04/2018 |
| Equity Prime Mortgage | Murrells Inlet | SC | 01/2021 | 04/2023 |
| Van Clemens Wealth Management, Llc | Minneapolis | MN | 01/2023 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Myrtle Beach | SC | 04/2023 | Present |
POWER OF ATTORNEY FOR MOTHER, INVT RELATED, BALTIMORE, MD, START DATE 4/1/2024, 1-2 HRS PER MONTH, 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-07 |
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