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3 Legacy Park Road Suite A, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-09-27 |
Branch Locations
3 Legacy Park Road Suite A, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of North Carolina | Easley | SC | 04/2016 | 08/2017 |
| Lpl Financial Llc | Easley | SC | 09/2016 | 08/2017 |
| Triad Advisors, Inc. | Norcross | GA | 09/2017 | 04/2021 |
| Wealth Management Advisors | Greenville | SC | 09/2017 | Present |
| Arkadios Capital | Atlanta | GA | 04/2021 | Present |
1)Wagner Wealth Management; investment related;3 Legacy Park Rd, Ste A, Greenville, SC 29607;investment firm; registered admin;8/14/2017;225 hrs/month;6.5 hrs during trading; administration duties 2)Wealth Management Advisors; investment related;3 Legacy Park Rd, Ste A, Greenville, SC 29607;investment firm; registered admin;8/14/2017;225 hrs/month;6.5 hrs during trading; administrative duties 3)Insurance Sales, Is Not Investment Related, 3 Legacy Park Rd, Suite A, Greenville, SC, 29607, insurance sales, Agent, 4/11/2024,1 hours per month,0 hours per month during trading hours, Commission Compensation, Life Insurance sales and policy service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-02 |
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