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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2022-06-13 |
| NC | RA | APPROVED | 2021-07-27 |
Branch Locations
102 Renaissance Circle, Mauldin, SC 29662 • United States
2752 Pleasant Rd. Ste. 108, Ft Mill, SC 29708 • United States
331 Alcove Rd. Ste. 200, Mooresville, NC 28117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 02/2021 | Present |
| South State Bank | Rock Hill | SC | 11/2018 | 09/2020 |
| Family Trust Credit Union | York | SC | 08/2016 | 08/2017 |
| Dropoff | Los Angeles | CA | 09/2017 | 08/2018 |
| Unemployed | York | SC | 10/2020 | 01/2021 |
1. Ryan Milem, York SC 29745, 12/10/2021, W2 Employee, Employee (receive a W-2), NIR, 12 HR/MO - 48 HR/MO TRADING 2. CIRA, York SC 29745, 09/01/2021, CIRA (advisory business) affiliation, CIRA Affiliation, NIR, 10 HR/MO - 10 HR/MO TRADING 3. HOME DEPOT, 13005 SAM NEELY RD, CHARLOTTE, NC 28273, 10/2023, W2 EMPLOYEE, MAINTENANCE, NIR, 160 HR/MO - 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-27 |
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