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1000 21St Ave N. Suite 12, Myrtle Beach, SC 29577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-31 |
| TN | RA | APPROVED | 2026-08-10 |
| SC | RA | APPROVED | 2025-04-09 |
Branch Locations
1000 21St Ave N. Suite 12, Myrtle Beach, SC 29577 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Success Wealth Management Llc | Wexford | PA | 02/2024 | 01/2025 |
| Houlihan Lawrence | Brewster | NY | 06/2020 | 01/2021 |
| Cv Associates | Harriman | NY | 04/2018 | 06/2020 |
| Bankers Life | Wesley Chapel | FL | 03/2017 | 04/2018 |
| Integrity Alliance, Llc | Conway | SC | 01/2025 | 04/2025 |
| American Senior Benefits Doing Business As Charter Financial G | Myrtle Beach | SC | 12/2014 | Present |
| Coast Wealth Management Group, Llc | Myrtle Beach | SC | 04/2025 | Present |
1) Fixed Insurance; not investment related; 1000 21st Avenue N, Suite 12, Myrtle Beach, SC 29577; Fixed Insurance; Agent/Manager; 01/01/2021; 20 hours per month; 20 hours during security hours; Sell life insurance, Medicare, and other related insurance products including fixed annuities. 3) Innovate Real Estate; not investment related; 1309 Professional Dr, Myrtle Beach, FL 29577; Real Estate; Realtor; 02/26/2025; 10 hours per month; 0 hours during security hours; Assisting Spouse with some real estate duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-23 |
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