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Current Employers
Discipline Wealth Solutions, Inc.

15 Halton Green Way, Greenville, SC 29607 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-26
  • NY RA
    APPROVED
    Since 2024-08-26

Branch Locations

15 Halton Green Way, Greenville, SC 29607 • United States

6 A Century Hill Drive, Latham, NY 12110 • 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
Cpr Investments, Inc. Latham NY 12/2018 08/2024
Scautub Agency, Llc Scotia NY 01/2018 09/2022
Gennaros Pizza Saratoga NY 11/2018 12/2018
Ny Long Terracare Brokers Clifton Park NY 04/2016 12/2018
Executive Cellular Phones Saratoga NY 09/2018 11/2018
National Life Group Saratoga Springs NY 04/2016 05/2017
Fierros Pizza Greenfield Center NY 04/2015 04/2018
Prime Communications Sugarland TX 12/2018 02/2023
Discipline Wealth Solutions, Inc. Greenville SC 08/2024 Present
  • 12/2018 → 08/2024
    Latham, NY
  • 01/2018 → 09/2022
    Scautub Agency, Llc
    Scotia, NY
  • 11/2018 → 12/2018
    Gennaros Pizza
    Saratoga, NY
  • 04/2016 → 12/2018
    Ny Long Terracare Brokers
    Clifton Park, NY
  • 09/2018 → 11/2018
    Executive Cellular Phones
    Saratoga, NY
  • 04/2016 → 05/2017
    National Life Group
    Saratoga Springs, NY
  • 04/2015 → 04/2018
    Fierros Pizza
    Greenfield Center, NY
  • 12/2018 → 02/2023
    Prime Communications
    Sugarland, TX
  • 08/2024 → Present
    Greenville, SC
Previous Registrations
Other Businesses

ROUTE RELIEVERS; NON-INVESTMENT RELATED; CLIFTON PARK, NY, DISTRIBUTION DRIVER, DELIVERING BREAD PRODUCTS TO GROCERY STORES AND RESTAURANTS; DEVOTES APPROXIMATELY 50% OF TIME WITH 2 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-30
  • S65 Uniform Investment Adviser Law Examination
    2018-11-30

View on SEC IAPD

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