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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 | 2019-08-23 |
| TX | RA | APPROVED_RES | 2019-08-23 |
Branch Locations
15 S Main St 3Rd Fl, Greenville, SC 29601 • United States
Greer, SC • 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 |
|---|---|---|---|---|
| Morgan Stanley | Greenville | SC | 08/2016 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 08/2019 | Present |
TRUSTEE FOR MOTHER, INV RELATED, GREER, SC, START: 6/26/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-03 |
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