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300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-20 |
Branch Locations
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Cary | NC | 08/2017 | 10/2017 |
| Pm Financial Group | Dublin | OH | 05/2016 | 08/2017 |
| Lpl Financial Llc | Mount Pleasant | SC | 10/2017 | 06/2026 |
| Maryland Financial Group, Inc. Dba Coastal Wealth Management | Mount Pleasant | SC | 09/2021 | 12/2024 |
| Headland Capital, Llc | Mount Pleasant | SC | 12/2024 | Present |
(1.) Coastal Wealth Management; Investment Related; At Reported Business Location(s); DBA for Headland Capital; Start Date: 10/1/2017; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; DBA (2.) TruChoice Financial Group; Investment Related; At Reported Business Location(s); Non-Variable Insurance; Insurance Agent; Start Date: 3/19/2019; 4 hours devoted monthly; 4 hours devoted monthly during trading hours; Writing and Selling of Insurance Policies. Life and Disability Insurance Sale and Servicing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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