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2685 Celanese Road, Ste 100, Rock Hill, SC 29732 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-08-27 |
| MO | RA | APPROVED | 2026-07-29 |
| MT | RA | APPROVED | 2026-06-29 |
| OH | RA | APPROVED | 2026-06-29 |
| NH | RA | APPROVED | 2026-06-05 |
| WY | RA | APPROVED | 2026-04-29 |
| ID | RA | APPROVED | 2026-04-28 |
| OR | RA | APPROVED | 2026-04-27 |
| SC | RA | APPROVED | 2024-08-15 |
Branch Locations
2685 Celanese Road, Ste 100, Rock Hill, SC 29732 • United States
596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-02-22 |
| NC | RA | APPROVED | 2016-10-06 |
Branch Locations
596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2015 | 10/2016 |
| Consolidated Investment Advisors | Charlotte | NC | 10/2016 | 07/2020 |
| Consolidated Securities | Rock Hill | SC | 07/2020 | Present |
BNA Wealth Inc., investment-related; 596 HERRONS FERRY ROAD SUITE 300 ROCK HILL, SC 29730; FINRA Broker-dealer and SEC Investment Adviser Firm; President/CCO/FINOP; 9/2016; approximately 100 hrs/month; 5-6 hrs during trading hours; day to day management and compliance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-08 |
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