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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-07 |
Branch Locations
Spartanburg, SC • United States
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Spartenburg | SC | 12/2008 | 12/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Spartanburg | SC | 12/2008 | 12/2016 |
| Lpl Finanacial, Llc | Spartanburg | SC | 01/2017 | Present |
| Good Life Advisors, Llc | Spartanburg | SC | 01/2017 | 02/2026 |
| Apollon Financial, Llc | Charleston | SC | 01/2026 | Present |
1) 1/25/2017 - Good Life Insurance Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/27/2016 - 40 Hours Per Month/2 Hours During Securities Trading - Time Spent 5% - Life, Health, Disability, LTC, Medicare Supplements and Final Expense. 2) 11/2/2017 - Blue Ridge Capital Associates - Investment Related - At Reported Business Location(s) - Insurance Agency - Agent/Owner - Started 10/04/2017 - 5 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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