Best Investors
Account
Sign in
Best Investors
Account
Sign in
Discipline Wealth Solutions, Inc. CRD 315846
$747M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
15 Halton Green Way, Greenville, SC 29607 • United States
759 Sw Federal Highway, Suite 309, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2015 | 03/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2015 | 03/2023 |
| Commonwealth Financial Network | Waltham | MA | 03/2023 | 08/2025 |
| Turnkey Financial Partners | Port Saint Lucie | FL | 03/2023 | Present |
| Discipline Wealth Solutions, Inc | Greenville | SC | 08/2025 | Present |
1. Fixed insurance sales; as of 2017; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Residential real estate sales agent, Echo Fine Properties; Located in Port St. Lucie, FL; as of 9/23/2024 0% of time spent during business hours; Not conducted at branch; Investment related. 3. Bookkeeping, Checklist, LLC; Located in Port St. Lucie, FL, as of 05/2018; 0% of time spent during business hours; Not conducted at branch; Not investment related. 4. Owner, Turnkey Financial Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 03/18/2024; 12% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-13 |
Reach out to this advisor