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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 | 2008-01-01 |
Branch Locations
349 W Coleman Blvd Ste 301, Mount Pleasant, SC 29464 • United States
320 Broad St, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Daniel Island | SC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Daniel Island | SC | 11/2016 | Present |
DISABILITIES BOARD OF CHARLESTON COUNTY, NOT INVESTMENT RELATED, CHARLESTON, SC, BOARD MEMBER, START: 9/30/2020, 4 HOUR PER MONTH, 0 DURING TRADING, DUTIES: OVERSEE THE MANAGEMENT REAM AS THEY PROVIDE SERVICES AND SUPPORT TO PEOPLE WITH DISABILITIES AND SPECIAL NEEDS IN CHARLESTON COUNTY CO-TRUSTEE FOR FATHER, INVESTMENT RELATED, NAPLES, FL, START: 5/2010, 2 HOURS PER MONTH/0 DURING TRADING. POWER OF ATTORNEY FOR SISTER; INV. RELATED; NAPLES, FL; START DATE 9/2021; 2 HRS PER MONTH; 0 HRS DURING TRADING. CO-TRUSTEE OF TRUST FBO SISTER, INVESTMENT RELATED, NAPLES, FL, START: 5/2010, 5 HOURS PER MONTH, 5 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-12-04 |
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