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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-21 |
Branch Locations
12 Maple Tree Ct Ste 201, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nch Tax & Wealth Advisors | Fullerton | CA | 08/2014 | 10/2025 |
| Money Concepts Capital Corp | Plam Beach Gardens | FL | 09/2015 | 10/2025 |
| Ameriprise Financial Services, Llc | Greenville | SC | 11/2025 | Present |
Outside Employment; JourneyPoint Tax Advisors; Co-owner; Tax Preparation; 12 Maple Tree Ct, , Greenville, SC, 29615; Not Investment-Related; 12/05/2026; 60 hours per month; 60 during trading hours / Luccia & Associates; Interface with internal systems, record keeping & note taking, provide advice to clients in financial matters.; Manage advisory business; 12 Maple Tree Ct, 201, Greenville, SC, 29615; Investment-Related; 11/12/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-17 |
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