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607 Pendleton Street Suite 101-B, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
607 Pendleton Street Suite 101-B, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg | PA | 08/2010 | 09/2016 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 08/2010 | 09/2016 |
| Novus Advisors, Llc | Greenville | SC | 03/2011 | Present |
INSURMARK, HOUSTON, TX, INSURANCE AGENT ENGAGING IN THE SALE OF LIFE INSURANCE, EQUITY INDEXED ANNUITIES AND FIXED INDEX ANNUITIES,INVESTMENT RELATED, 10 HRS PER MONTH during trading hours: SPECIALIZED PLAN ADMINISTRATORS, GREENVILLE, SC, MEMBER/OWNER, SERVICING AND ADMINISTRATION OF MEPS, INVESTMENT RELATED, 5 HRS PER MONTH during trading hours. LAFAYETTE ADVISORS, INVESTMENT MANAGER SERVICES, ERISA 3(38), PRINCIPAL. 20 hrs per month during trading hours:NOVUS WEALTH MANAGEMENT, GREENVILLE, SC. Insurance business-APPROX 20 HPM DURING SECURITIES TRADING HOURS. Doc on Call, LLC. Member/Principal. Greenville, SC. telehealth and other ancillary services. 0 HPM During trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-06 |
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