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501 River Street Suite 200, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-01 |
Branch Locations
501 River Street Suite 200, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Greenville | SC | 02/2018 | 08/2018 |
| Raymond James Financial Services, Inc. | Greenville | SC | 12/2014 | 02/2018 |
| Bank Of Travelers Rest | Greenville | SC | 12/2014 | 08/2018 |
| Gateway Wealth Strategies | Greenville | SC | 11/2016 | 08/2018 |
| Raymond James Financial Services Advisors Inc. | Greenville | SC | 02/2018 | 08/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | 05/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | 05/2023 |
| Resolute Capital, Llc | Greenville | SC | 05/2023 | Present |
| Trunorth Advisors | Greenville | SC | 05/2023 | Present |
| Foothills Wealth Management | Greenville | SC | 08/2018 | 05/2023 |
| Gateway Wealth Strategies - Raymond James | Greenville | SC | 12/2014 | 08/2018 |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2. RENTAL PROPERTY OWNER, TAYLORS, SC, 05/2018. NIR-20/YR-0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-27 |
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