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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-16 |
Branch Locations
139 Sapwood Rd, Myrtle Beach, SC 29579 • United States
10391 Ocean Hwy, Pawleys Island, SC 29585 • United States
11854 Highway 707, Murrells Inlet, SC 29576 • United States
139 Sapwood Rd, Myrtle Beach, SC 29579 • United States
17102 Us Highway 17, Hampstead, NC 28443 • United States
8006 N Kings Hwy, Myrtle Beach, SC 29572 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Mt. Pleasant, | SC | 07/2018 | 06/2019 |
| Centaurus Financial | Columbia | SC | 11/2015 | 05/2019 |
| Mutual Of Omaha Investor Services | Columbia | SC | 05/2019 | 11/2019 |
| Mutual Of Omaha Insurance Company | Columbia | SC | 05/2019 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | Myrtle Beach | SC | 10/2021 | Present |
| J.P. Morgan Securities Llc | Myrtle Beach | SC | 10/2021 | Present |
| Coppell Advisory Solutions Llc | Charleston | SC | 01/2021 | 10/2021 |
| Coastal Financial Planning Group | Charleston | SC | 11/2019 | 10/2021 |
| Kicken Chicken | Charleston | SC | 07/2021 | 10/2021 |
| Prudential | Mt. Pleasant | SC | 12/2018 | 06/2019 |
| Mantei & Associates Ltd. | Lexington | SC | 01/2017 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-26 |
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