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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 | 2025-03-24 |
| TX | RA | APPROVED | 2025-03-24 |
Branch Locations
349 W Coleman Blvd Ste 301, Mount Pleasant, SC 29464 • United States
15 S Main St 3Rd Fl, Greenville, SC 29601 • United States
1320 Main St Ste 600, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenville | SC | 09/2017 | 03/2025 |
| Securian Financial Services | Mount Pleasant | SC | 12/2015 | 08/2017 |
| Carolina Capital Management | Mount Pleasant | SC | 12/2015 | 08/2017 |
| Wells Fargo Clearing Services, Llc | Charleston | SC | 03/2025 | Present |
POWER OF ATTORNEY FOR FRIEND; INV RELATED; GREENVILLE, SC; POA; 06/2010; 1 HOUR PER MONTH; 0 DURING TRADING; MANAGE FRIEND'S AFFAIRS IF HE IS UNABLE TO DO SO | EXECUTOR FOR FRIEND; INV RELATED; GREENVILLE, SC; EXECUTOR; 01/2040; 1 HOUR PER MONTH; 0 DURING TRADING; DISTRIBUTE ASSETS UPON DEATH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-23 |
| S65 | Uniform Investment Adviser Law Examination | 1995-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-12 |
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