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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-06 |
| SC | RA | APPROVED | 2023-01-05 |
Branch Locations
2137 Route 35 Suite 345, Holmdel, NJ 07733 • United States
602 College Avenue Suite 3, Clemson, SC 29631 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Seneca | SC | 01/2015 | 12/2016 |
| Summit Financial Group | Seneca | SC | 01/2015 | 12/2016 |
| Center Street Securities, Inc. | Nashville | TN | 01/2017 | 12/2022 |
| Alliance Global Partners | Seneca | SC | 01/2023 | Present |
(1) Gray Wealth Management - at branch office - 160 months - owner. Offers Insurance products, 80 hours a month. (2) Chamber, Clemson Area Chamber. Clemson, SC, 2 hours per month. (3) Social Group - Clemson Women's Group Member, attend meetings. 5 hours per month. Does not handle monies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-16 |
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