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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-07-13 |
Branch Locations
1527 Sam Rittenberg Blvd Suite 203, Charleston, SC 29407 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cove Financial Solutions | Charleston | SC | 10/2018 | Present |
| Sigma Planning Corporation | Ann Arbor | MI | 05/2020 | 07/2023 |
| Dixon Hughes Goodman Llp | Greenville | SC | 10/2015 | 10/2018 |
| Thiem & Mccutcheon | Charleston | SC | 02/2020 | 04/2020 |
| Foundations Investment Advisors, Llc | Charleston | SC | 07/2023 | Present |
| Tax Pros Plus | North Charleston | SC | 10/2023 | Present |
COVE FINANICAL SOLUTIONS; INVESTMENT RELATED; 6650 RIVERS AVENUE CHARLESTON, SC 29406; INSURANCE SALES;PRESIDENT; PROVIDE LIFE INSURANCE AND ANNUITY RECCOMENDATIONS AND SELL AND SERVICE INSURANCE CONTRACTS; STARTED 10/2018; 80 HOURS PER MONTH; 80 HOURS PER MONTH DURING TRADING HOURS. MIDLAND RESOURCES INC. ;2241 S PINE AVE OCALA, FL 34471; LIFE INSURANCE WHOLESALES; PROVIDE TAX CONSULTATIVE TAX SERVICES; STARTED 03/21; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING TRADING HOURS; STARTED 10/2023 TAX PROS PLUS, OFFICE MANAGER, TAX SERVICES, ADDRESS: 7679 DORCHESTER ROAD, NORTH CHARLESTON, SC 29418 80 HRS PER MONTH DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-16 |
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