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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christian Brothers Investment Services, Inc. | Chicago | IL | 01/2015 | 10/2017 |
| Securities America, Inc. | Hixson | TN | 03/2018 | 06/2024 |
| Securities America Advisors | Hixson | TN | 03/2018 | 06/2024 |
| Unemployed | Aurora | IL | 10/2017 | 03/2018 |
| Osaic Wealth, Inc. | Hixson | TN | 06/2024 | 01/2026 |
| Osaic Wealth, Inc. | Hixson | TN | 06/2024 | 01/2026 |
| Discipline Wealth Solutions, Inc. | Greenville | SC | 01/2026 | Present |
INSURANCE AGENT- INVESTMENT RELATED; HIXSON, TENNESSEE, INSURANCE SALES, AGENT, 2019, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-03 |
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