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Greenville, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2022-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Greenville | SC | 05/2015 | 03/2021 |
| Wolff Financial Planning, Llc | Greenville | SC | 03/2021 | Present |
| Origin Financial | San Francisco | CA | 10/2021 | 06/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-06 |
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