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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-02 |
Branch Locations
40 Calhoun Street Suite 310, Charleston, SC 29401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwa Financial Services Inc. | Mount Pleasant | SC | 10/2012 | 03/2025 |
| Modern Woodmen Of America | Mount Pleasant | SC | 04/2012 | 03/2025 |
| Lpl Enterprise, Llc | Mount Pleasant | SC | 02/2025 | 04/2025 |
| Massmutual Life Insurance Co | Charleston | SC | 04/2025 | Present |
| Mml Investors Services, Llc | Charleston | SC | 04/2025 | Present |
| Mount Pleasant Tax | Mount Pleasant | SC | 02/2025 | Present |
(1) NAME: MOUNT PLEASANT TAX LLC INV REL: Y ADDR: 1988 SHIELDS LN, MOUNT PLEASANT, SC 29464 NATURE: TAX PREPARATION SERVICES POSITION: OWNER/PARTNER START DATE: 02/2025 NO. HR/MO: 15 NO. HR/MO DURING SEC TRADING: 8 DUTIES: MARKETING OF SERVICES, DELEGATION OF TASKS, AND SOME TAX PREPARATION. (2) NAME: JUST BEE INV REL: N ADD: 5911 STEWARD ST, UNIT 13, HANAHAN, SC 29410 NATURE: NONPROFIT POSITION: NON-COMPENSATED BOARD MEMBER START DATE: 06/01/2025 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 2 DUTIES: PROMOTE THE CAUSE WITHIN THE COMMUNITY, AND ASSIST WITH EVENTS AND FUNDRAISING AS NEEDED. (3) NAME: CASE STATUS INV REL: N ADDR: 65 FAIRCHILD, DANIEL ISLAND, SC 29492 NATURE: SAS SALES POSITION: MARKET LEAD START DATE: 5/8/2026 NO. HR/MO: 15 NO. HR/MO DURING SEC TRADING: 5 DUTIES: SOFTWARE AND APPLICATION SALES AND MARKETING DEVELOPMENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-11-21 |
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