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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED_RES | 2026-01-13 |
Branch Locations
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 |
|---|---|---|---|---|
| American Heritage Financial | Columbia | SC | 08/2021 | 08/2024 |
| Oneamerica Securities Inc | Columbia | SC | 03/2022 | 02/2023 |
| Galeana Chrysler Jeep | Columbia | SC | 12/2020 | 08/2022 |
| Jim Hudson Toyota | Imo | SC | 05/2020 | 11/2020 |
| Dick Dyer Toyota | Columbia | SC | 10/2019 | 04/2020 |
| Midlands Honda | Columbia | SC | 04/2019 | 10/2019 |
| Silvers Chevrolet | Columbia | SC | 02/2019 | 04/2019 |
| Atlantic Bedding And Furniture | Columbia | SC | 01/2019 | 02/2019 |
| Bmw Of Columbia | Columbia | SC | 09/2018 | 12/2018 |
| Fred Anderson Toyota | Columbia | SC | 04/2018 | 09/2018 |
| Carolina Cjdr | Lugoff | SC | 04/2018 | 05/2018 |
| Jt Kia | Columbia | SC | 09/2017 | 04/2018 |
| Bev Smith Kia | Fort Pierce | FL | 09/2016 | 09/2017 |
| The Chef's Table | Stuart | FL | 05/2016 | 09/2016 |
| Oneamerica Securities Inc | West Columbia | SC | 02/2024 | 10/2024 |
| Camping World | Columbia | SC | 04/2022 | 06/2022 |
| Jim Hudson Automotive | Columbia | SC | 06/2022 | 09/2024 |
| Thrivent Financial | Appleton | WI | 09/2024 | 03/2025 |
| Ameriprise Financial Services Llc | Lexington | SC | 03/2025 | 09/2025 |
| Midlands Toyota | Columbia | SC | 10/2025 | 11/2025 |
| Dick Dyer Toyota | Columbia | SC | 10/2020 | 04/2021 |
| Massachusetts Mutual Life Insurance Co | Elgin | SC | 05/2021 | 08/2021 |
| Autonation | Columbia | SC | 07/2022 | 08/2022 |
| Aflac Field Force | Stuart | FL | 04/2016 | 01/2017 |
| J.P. Morgan Securities Llc | Columbia | SC | 12/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Columbia | SC | 12/2025 | Present |
| Ameriprise Financial | Lexington | SC | 03/2025 | 09/2025 |
| Thrivent Investment Management Inc | Appleton | WI | 10/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-21 |
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