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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-30 |
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