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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-29 |
| TX | RA | APPROVED_RES | 2024-08-29 |
Branch Locations
1075 Tiger Blvd, Ste B, Clemson, SC 29631 • United States
1221 Woodruff Rd, Greenville, SC 29607 • United States
1 Farrs Bridge Rd, Greenville, SC 29617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhett N. Sinclair & Assoc. D/B/A Creative Financial Strategies | Aiken | SC | 06/2012 | 02/2017 |
| First Citizens Investor Services | Columbia | SC | 02/2017 | 11/2021 |
| First Citizens Asset Management, Inc | Columbia | SC | 02/2017 | 10/2023 |
| First Citizens Investor Services, Inc. | Greenville | SC | 11/2021 | 10/2023 |
| Guardian Life Insurance Company | Greenville | SC | 11/2023 | 08/2024 |
| Park Avenue Securities Llc | Greenville | SC | 10/2023 | 08/2024 |
| Lincoln Financial Securities Corporation | Aiken | SC | 07/2012 | 02/2017 |
| Consolidated Planning | Greenville | SC | 11/2023 | 08/2024 |
| J.P. Morgan Securities Llc | Greenville | SC | 08/2024 | Present |
| Jpmorgan Chase Bank, N.A. | Greenville | SC | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-24 |
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