Best Investors Account Sign in
Inactive

David Coors Sheaffer

Curran Financial Partners, LLC

Daniel Island, SC

Claim This Profile
Current Employers
Curran Financial Partners, Llc

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01

Branch Locations

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Putnam Retail Management Andover MA 09/2015 03/2022
Curran Financial Partners Charleston SC 03/2022 Present
  • 09/2015 → 03/2022
    Putnam Retail Management
    Andover, MA
  • 03/2022 → Present
    Curran Financial Partners
    Charleston, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-20
S63 Uniform Securities Agent State Law Examination 2015-11-24
  • S65 Uniform Investment Adviser Law Examination
    2017-12-20
  • S63 Uniform Securities Agent State Law Examination
    2015-11-24

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EAGLES COAST WEALTH MANAGEMENT, LLC
INCOME GROWTH ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
SHERMAN FINANCIAL & WEALTH MANAGEMENT
CARSWELL INVESTMENTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CHRISTINE MARIE KRIEGL
Colin Stewart
Joseph Michael Iafelice
Kaylee Jade Urbanek
John Lennox Cummings
Maxwell Anton Blumberg
ADAM BRENNEN CURRAN
Russell Douglas Renfrow

Other Offices

LPL FINANCIAL LLC · DANIEL ISLAND, SC
EAGLES COAST WEALTH MANAGEMENT, LLC · DANIEL ISLAND, SC
INCOME GROWTH ADVISORS, LLC · CHARLESTON, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CHARLESTON, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
SHERMAN FINANCIAL & WEALTH MANAGEMENT · DANIEL ISLAND, SC
CARSWELL INVESTMENTS, LLC · Daniel Island, SC

More in Daniel Island, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor