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2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
Murrells Inlet, SC • United States
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wildes Financial Strategies, Inc | Georgetown | SC | 06/2020 | 02/2023 |
| Wildes Financial Strategies, Inc | Georgetown | SC | 12/2020 | 02/2023 |
| Liberty University | Lynchburg | VA | 08/2016 | 05/2020 |
| Massmutual Commonwealth | Lynchburg | VA | 05/2019 | 11/2019 |
| Lincoln Financial Advisors Corporation | Chicago | IL | 03/2024 | 01/2025 |
| The Next Level Planning Group | Chicago | IL | 04/2023 | 06/2026 |
| Osaic Wealth, Inc. | Chicago | IL | 01/2025 | 06/2026 |
| Facet | West Palm Beach | FL | 06/2026 | Present |
1. PERRY'S BAIT AND TACKLE POSITION: Shop Worker NATURE: It is a bait and tackle shop. Selling a variety of bait, tackle, and appeal items INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 11 Ocean Blvd, S B, Surfside Beach SC 29575, United States DESCRIPTION: Assisting people with bait selection and sharing fishing knowledge Helping people pick the right tackle for what they are fishing for Assisting with fishing events held in the community Catching bait
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-19 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-07 |
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