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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-10 |
| SC | RA | APPROVED | 2018-10-19 |
Branch Locations
1501 Belle Isle Ave Ste 240, Mt Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Mount Pleasant | SC | 08/2011 | 03/2017 |
| Mml Investors Services, Llc | Charleston | SC | 03/2017 | 10/2018 |
| Massmutual Life Insurance Company | Charleston | SC | 07/2016 | 10/2018 |
| Principal Life Insurance Company | Mt Pleasant | SC | 10/2018 | Present |
| Principal Securities Inc | Mt Pleasant | SC | 10/2018 | Present |
| Trinity Wealth Partners | Mt. Pleasant | SC | 10/2018 | Present |
***Trinity Wealth Partners; Not Investment Related; Mt Pleasant, SC; Owner; name used or marketing no products sold through DBA; Start Date: 10/17/2019; 160 hrs per month; 160 during trading hours. ***Fixed Insurance; Investment Related; Mt Pleasant, SC; Agent; Group Benefits; Start Date: 10/14/2019; 8 hrs per month; 8 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-10 |
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