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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 | 2026-04-07 |
Branch Locations
225 Seven Farms Dr Ste 300, Charleston, SC 29492 • 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 |
|---|---|---|---|---|
| Truist Investment Services, Inc. | Spartanburg | SC | 04/2024 | 08/2025 |
| Truist | Greer | SC | 08/2015 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Charleston | SC | 02/2026 | Present |
| Unemployed | Campobello | SC | 08/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
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