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Bolivia, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-25 |
| NC | RA | APPROVED | 2025-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Canonsburg | PA | 08/2020 | 04/2021 |
| Berkshire Hathaway Home Services | Mcmurray | PA | 01/2016 | 02/2021 |
| Gai Consultants | Homestead | PA | 09/2016 | 09/2018 |
| Walgreens | Pittsburgh | PA | 09/2018 | 06/2019 |
| South Hills Toyota | Canonsburg | PA | 07/2019 | 02/2020 |
| Todays Sales | Oakmont | PA | 02/2020 | 08/2020 |
| The Prudential Insurance Company Of America | Canonsburg | PA | 11/2020 | 04/2021 |
| Realty One Group | Mcmurray | PA | 02/2021 | 01/2024 |
| Fba Wealth Management, Llc | Irwin | PA | 04/2021 | 12/2024 |
| Coastal Carolina Financial Partners | Bolivia | NC | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-13 |
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