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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-02-22 |
Branch Locations
119A Professional Park Dr, Seneca, SC 29678-2558 • United States
Mount Pleasant, SC • United States
4481 Oleander Dr Ste 1B, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Myrtle Beach | SC | 11/2020 | Present |
| Voya | New York | NY | 08/2010 | 12/2019 |
| Unemployed | Mount Pleasant | SC | 01/2020 | 10/2020 |
Real Estate Ownership; Lot/Land; 1653 Boston Grill Road, , Mount Pleasant, SC, 29466; Not Investment-Related; 12/15/2020 / Lot/Land; 1637 Boston Grill Road, , Mount Pleasant, SC, 29464; Not Investment-Related; 03/21/2024. Outside Employment; Carolinas Wealth Management Inc.; Chief Investment Officer - Financial Planning; ; 497 Bramson Court Suite 101-A, , Mount Pleasant, SC, 29464; Investment-Related; 11/30/2020; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-16 |
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