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135 South Madison Street, Thomasville, GA 31792 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-22 |
| SC | RA | APPROVED | 2026-01-09 |
Branch Locations
Summerville, SC • United States
135 South Madison Street, Thomasville, GA 31792 • United States
201 Sigma Drive Suite 340, Summerville, SC 29486 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-09 |
Branch Locations
201 Sigma Drive Suite 340, Summerville, SC 29486 • United States
201 Sigma Drive Suite 340, Summerville, SC 29486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Capital Inc | Denver | CO | 08/2005 | 11/2020 |
| Alps Distributors Inc | Denver | CO | 08/2021 | 08/2023 |
| Guardian Life Insurance Co | Greenwood Village | CO | 01/2021 | 07/2021 |
| Edward Jones | St Louis | MO | 08/2023 | 01/2026 |
| Premier Wealth Partners Llc | Summerville | SC | 01/2026 | Present |
| Allen Mooney And Barnes Investment Advisors | Thomasville | GA | 01/2026 | Present |
| Allen Mooney And Barnes Brokerage Services | Thomasville | GA | 01/2026 | Present |
1) Rental Property - Ladson, SC; non-investment related; Start date: 11/1/2025: joint owner; Hours per week: 0; Hours during trading: 0; Own and manager rental property jointly with my wife 2) JCRL Ventures LLC; non-investment related; Start date 07/01/2025; joint owner; Hours per month: 20; Hours during trading: 0; Consulting networking group - work to grow and retain membership 3) Licensed Insurance Agent: Investment related - Non variable insurance sales; 3 hours monthly - 3 hours during market hours; Start date: 09/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-06 |
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