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Current Employers
Tactical Wealth Partners

Zionsville, IN • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-08
IN RA APPROVED 2026-02-06
  • CA RA
    APPROVED
    Since 2026-04-08
  • IN RA
    APPROVED
    Since 2026-02-06

Branch Locations

Swansboro, NC • United States

Zionsville, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Charleston SC 07/2021 03/2022
Merrill Lynch Charleston SC 06/2020 08/2020
Keystone Asset Management Inc Mclean VA 05/2019 01/2020
Campion Asset Management Mclean VA 01/2019 01/2019
Virginia Tech Dining Services Blacksburg VA 08/2017 04/2018
Under Armour Outlet Leesburg VA 11/2017 01/2018
Virginia Tech Blacksburg VA 08/2017 05/2021
Stone Bridge High School Ashburn VA 08/2013 06/2017
The Little Gym Of Ashburn Ashburn VA 05/2019 01/2020
Reston Association Reston VA 06/2018 09/2018
Bank Of America, N.A. North Charleston SC 11/2021 03/2022
Websterrogers Financial Advisors, Llc Charleston SC 03/2022 04/2024
Unemployed Swansboro NC 04/2024 07/2024
Tactical Wealth Partners, Llc Swansboro NC 08/2024 Present
  • 07/2021 → 03/2022
    North Charleston, SC
  • 06/2020 → 08/2020
    Merrill Lynch
    Charleston, SC
  • 05/2019 → 01/2020
    Keystone Asset Management Inc
    Mclean, VA
  • 01/2019 → 01/2019
    Campion Asset Management
    Mclean, VA
  • 08/2017 → 04/2018
    Virginia Tech Dining Services
    Blacksburg, VA
  • 11/2017 → 01/2018
    Under Armour Outlet
    Leesburg, VA
  • 08/2017 → 05/2021
    Virginia Tech
    Blacksburg, VA
  • 08/2013 → 06/2017
    Stone Bridge High School
    Ashburn, VA
  • 05/2019 → 01/2020
    The Little Gym Of Ashburn
    Ashburn, VA
  • 06/2018 → 09/2018
    Reston Association
    Reston, VA
  • 11/2021 → 03/2022
    Bank Of America, N.A.
    North Charleston, SC
  • 03/2022 → 04/2024
    Websterrogers Financial Advisors, Llc
    Charleston, SC
  • 04/2024 → 07/2024
    Unemployed
    Swansboro, NC
  • 08/2024 → Present
    Tactical Wealth Partners, Llc
    Swansboro, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-06
  • S66 Uniform Combined State Law Examination
    2021-11-06
Designations
Other Names
  • Caitlin Joyce

View on SEC IAPD

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