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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-12 |
| TX | RA | APPROVED_RES | 2013-03-22 |
| SC | RA | APPROVED | 2009-09-08 |
Branch Locations
1032 Savannah Highway, Charleston, SC 29407 • United States
321 Wingo Way Ste 103, Mt. Pleasant, SC 29464 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Group | Daniel Island | SC | 02/2002 | Present |
| Waterstone Financial Group | Itasca | IL | 10/2008 | Present |
| Lpl Financial Corporation | Mt. Pleasant | SC | 09/2009 | Present |
12/18/09 - WATERSTONE FINANCIAL SERVICES, NON-VARIABLE INSURANCE DBA, PARTNER DO FIXED INSURANCE PRODUCTS. 10% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-28 |
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