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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-09 |
Branch Locations
135 S Main St Suite 600, Greenville, SC 29601 • United States
146 East Carolina Avenue, Hartsville, SC 29550 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Investment Professionals, Inc. | San Antonio | TX | 12/2010 | 08/2018 |
| Ameriprise Financial Services, Inc. | Hartsville | SC | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Hartsville | SC | 03/2020 | Present |
| The Fiduciary Alliance | Greensville | SC | 04/2025 | Present |
| Aurora Securities | Hartsville | SC | 04/2025 | 04/2025 |
JRC & GEC LLC Real Estate Ownership; Commercial; 146 E. Carolina Avenue Hartsville, SC 29550, Not Investment-Related; 05/2011. Business Ownership; Other; Other; 146 E. Carolina Ave, Hartsville, SC, 29550; Not Investment-Related; 12/06/2010; 0 hours per month; 0 during trading hours, does not produce income. Coble Wealth Management, LLC dba for financial services activities. Owner. Investment related - includes fixed insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-03 |
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