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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-12-09 |
Branch Locations
29 Plantation Park Drive Suite 107, Bluffton, SC 29910 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Duluth | GA | 03/2016 | 10/2020 |
| Davey Resource Group | Kent | OH | 05/2016 | 02/2017 |
| Acrt | Akron | OH | 02/2017 | 12/2017 |
| First Energy Corp | Akron | OH | 12/2017 | 08/2020 |
| Sole Financial Group Llc | Bluffton | SC | 08/2020 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2021 | Present |
Sole Financial Group POSITION: Agent/Registered Rep NATURE: DBA/Financial Services/Insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/05/2020 ADDRESS: 29 Plantation Park Dr, STE 117, Bluffon SC 29910, United States DESCRIPTION: I solicit the sale of life insurance and financial products to prospects and clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-21 |
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