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3015 Dunes West Blvd Suite 507, Mt Pleasant, SC 29466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-04 |
| VA | RA | APPROVED | 2026-04-20 |
| SC | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED_RES | 2026-01-26 |
Branch Locations
3015 Dunes West Blvd Suite 507, Mt Pleasant, SC 29466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northern Lights Distributors, Llc | Omaha | NE | 02/2014 | 10/2019 |
| Cls Investments, Llc | Omaha | NE | 02/2014 | 12/2018 |
| Ftj Fundchoice, Llc | Hebron | KY | 01/2019 | 10/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2019 | 02/2026 |
| Cambridge Investment Research Advisor, Inc. | Fairfield | IA | 10/2019 | 02/2026 |
| Gwa Wealth | Mt. Pleasant | SC | 01/2026 | Present |
1. MONEY CHIC, LLC DBA MONEY CHIC, 2704 Fountainhead Way, Mt Pleasant SC 29466, United States, 06/01/2021, Owner, Author/Educator/Podcast/Speaker, NIR, 10 HR/MO - 5 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-24 |
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