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115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2020-01-28 |
| NC | RA | APPROVED | 2020-01-10 |
Branch Locations
115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 10/2016 | 09/2017 |
| Western Southern Life | Daniel Island | SC | 04/2016 | 09/2017 |
| Pruco Securities Llc | Mount Pleasant | SC | 09/2017 | 01/2018 |
| The Prudential Insurance Company Of America | Mount Pleasant | SC | 09/2017 | 01/2018 |
| Curran Financial Partners, Llc | Charleston | SC | 01/2018 | Present |
Licensed to sell life and health insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-30 |
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