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Mt. Pleasant, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance | Mt Pleasant | SC | 08/2016 | 11/2020 |
| Principal Securities | Mt Pleasant | SC | 08/2016 | 11/2020 |
| 1040 Ewall Properties, Llc | Charleston | SC | 06/2020 | Present |
| Nc Vet Biz, Llc | Cary | NC | 05/2020 | 12/2023 |
| Mappus Insurance | Mt Pleasant | SC | 11/2020 | 06/2024 |
| Cetera Advisors Llc | Mount Pleasant | SC | 11/2020 | 06/2024 |
| Icap, Llc | Mount Pleasant | SC | 10/2023 | 07/2025 |
| Cetera Investment Advisers Llc | Mount Pleasant | SC | 11/2020 | 06/2024 |
| Blue Bear Financial, Llc | Mount Pleasant | SC | 06/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2023; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES & LONG-TERM CARE 2. 1040 eWALL PROPERTIES, LLC, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, COMMERCIAL BUILDING, STARTED 06/2020, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFICE LOCATION AND LEASES TO OTHERS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-21 |
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