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3 Legacy Park Road Suite A, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-27 |
| NC | RA | APPROVED | 2024-06-04 |
| SC | RA | APPROVED | 2024-06-04 |
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 |
|---|---|---|---|---|
| College Of Charleston | Charleston | SC | 08/2013 | 05/2017 |
| Northwestern Mutual Investment Services Llc | Charleston | SC | 01/2017 | 08/2017 |
| Heath Johnson | Charleston | SC | 05/2016 | 08/2017 |
| Morgan Stanley Smith Barney Llc | Charlotte | NC | 09/2017 | 05/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2017 | 05/2024 |
| Wealth Management Advisors, Llc. | Greenville | SC | 06/2024 | Present |
| Arkadios Capital | Atlanta | GA | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2017 | Present |
1. Wagner Wealth, Investment related, DBA, 3 Legacy Park Rd. Ste A, Greenville, SC, 160hrs/month during securities trading hours. 2. 413 Investments LLC; Investment related No; Greenville, SC; Recreation, Partner (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 1; Looking to create LLC with my wife to invest passively in golf course or other potential investments.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-01 |
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