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708 Montgomery Street, San Francisco, CA 94111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial & Retirement Planning Services | Greenville | SC | 05/2016 | 08/2017 |
| Northstar Cpa Firm | Greenville | SC | 01/2017 | 08/2017 |
| Retirement Wealth Advisors | Greenville | SC | 02/2017 | 02/2018 |
| Delta Investment Management, Llc | Greenville | SC | 04/2022 | Present |
| Northstar Financial & Retirement Planning, Llc | Greenville | SC | 04/2022 | Present |
| Davis & Floyd | Greenwood | SC | 05/2017 | 03/2022 |
| Brookstone Capital Management Llc | Greenville | SC | 05/2016 | 02/2017 |
Northstar Financial and Retirement Planning, LLC Investment Related 113 Whitsett Street, Greenville, SC 29601 Provide comprehensive financial planning services via insurance and investment advisory recommendations Investment Advisor Representative Start Date 04/2022 160 Hours/month devoted 100 hours devoted during securities trading hours Participate in advising comprehensive retirement planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-24 |
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