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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-06-11 |
Branch Locations
1275 Ben Sawyer Blvd, Mt. Pleasant, SC 29464 • United States
222 W Coleman Blvd, Mt Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South State Bank | Charleston | SC | 05/2014 | 01/2018 |
| Cetera Investment Advisers Llc | Charleston | SC | 01/2018 | 06/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2018 | 06/2019 |
| Regions Bank | Charleston | SC | 01/2018 | 06/2019 |
| Morris Financial Concepts, Inc. | Mount Pleasant | SC | 12/2017 | 01/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2019 | Present |
| Cummings Wealth Management Group | Mt. Pleasant | SC | 06/2019 | Present |
1. Rental property located in Charleston, SC; As of 03/29/2019; 0% time during regular business hours; Not conducted at branch; Investment related. 2. Owner, Greater Good Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located at address; as of 04/18/2025; 0% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Charleston Wealth Planning, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-05 |
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