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400 Pettigru St, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-13 |
| SC | RA | APPROVED | 2021-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortune Financial Services, Inc. | Monaca | PA | 02/2016 | 03/2025 |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 08/2016 | 05/2021 |
| Match Grade Advisors | Greenville | SC | 05/2021 | Present |
| Independent Insurance Agent | Mount Pleasant | SC | 09/2003 | Present |
| Double E Financial | Mount Pleasant | SC | 02/2019 | Present |
| Coverage Unlimited | Mount Pleasant | SC | 09/2023 | Present |
1.) INDEPENDENT INSURANCE AGENT - 9/1/2003 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Manager, Sales & Admin, Not Invt Rel, Life & DI insurance, 20 hrs/mo; 0 hrs/mo (during trading hours). 2.) MATCHGRADE - 2/1/2020 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Investment Adviser, Provide investment advice, Invt Rel, RIA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) DOUBLE E FINANCIAL - 2/19/2019 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - CEO, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) COVERAGE UNLIMITED - 9/1/2023 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Manager, Administration, Not Invt Rel, Life insurance business, 1 hr/mo; 0 hrs/mo (during trading hours). 5.) OWENALEC ENTERPRISES - 7/1/2024 - 810 Johnnie Dodds Blvd., Mount Pleasant, SC 29464 - Office building owner/operator, The entity both owns and manages the property, Not Invt Rel, 10 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-08 |
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