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Charles Martin Crouch

Cmc Wealth Management, LLC

Lexington, SC

Lexington, SC

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Current Employers
Cmc Wealth Management, Llc

Lexington, SC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2020-03-05
  • SC RA
    APPROVED
    Since 2020-03-05

Branch Locations

Lexington, SC • United States

955 E Main Street Ste R, Lexington, SC 29072 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Great West Life And Annuity Greenword Village CO 11/2015 02/2017
Doyle Wealth Management, Inc. St. Petersburg FL 06/2017 10/2019
Unemployed Lexington SC 03/2017 05/2017
Cmc Wealth Management, Llc Lexington SC 01/2020 Present
  • 11/2015 → 02/2017
    Great West Life And Annuity
    Greenword Village, CO
  • 06/2017 → 10/2019
    Doyle Wealth Management, Inc.
    St. Petersburg, FL
  • 03/2017 → 05/2017
    Unemployed
    Lexington, SC
  • 01/2020 → Present
    Lexington, SC
Previous Registrations
  • 2017-06-09 → 2019-10-23
    Ci Doyle Private Wealth, Llc
    Lexington, SC
    St. Petersburg, FL
  • 2013-04-15 → 2014-03-31
    Catalyst Asset Advisors, Llc
    Lexington, SC
  • 2010-03-03 → 2011-04-15
    Lexington, SC
  • 2009-09-02 → 2009-11-13
    Directed Services Llc
    West Chester, PA
    West Chester, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-31
S63 Uniform Securities Agent State Law Examination 2001-06-01
  • S66 Uniform Combined State Law Examination
    2010-03-31
  • S63 Uniform Securities Agent State Law Examination
    2001-06-01
Designations
Other Names
  • Chuck Crouch
  • Charles Martin Crouch
  • Charles Martin Crouch

View on SEC IAPD

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