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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Greenville | SC | 02/2022 | 06/2025 |
| Food Lion | Pendleton | SC | 05/2021 | 02/2022 |
| Unemployed | Anderson | SC | 06/2015 | 04/2021 |
| J.P. Morgan Securities Llc | Columbia | SC | 06/2025 | 04/2026 |
| Jpmorgan Chase Bank, N.A. | Columbia | SC | 06/2025 | 04/2026 |
| Wells Fargo Bank, N.A. | Greenville | SC | 02/2022 | 06/2025 |
| Livingstone, Llc | Greenville | SC | 04/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: LIVINGSTONE WEALTH PLANNING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: CLIENT SCHEDULING AND OUTREACH, ASSIST WITH FINANCIAL PLANNING AND INVESTMENT MANAGEMENT (NON-SALES). 2. NAME OF OTHER BUSINESS: SOUTH CAROLINA SECRETARY OF STATE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY PUBLIC START DATE: 12/2022 POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: TAKING ACKNOWLEDGMENTS, WITNESSING SIGNATURES, NOTARIZING DOCUMENTS LIKE DEEDS, WILL AND AFFIDAVITS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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