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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-05 |
Branch Locations
Falls Park 606A S Main St, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank N.A. | Travelers Rest | SC | 06/2021 | 02/2025 |
| Wells Fargo Bank | Greenville | SC | 07/2019 | 06/2021 |
| Calhoun Auto Outlet | Calhoun | GA | 12/2015 | 04/2019 |
| Cvs Health | Calhoun | GA | 02/2015 | 05/2018 |
| Td Private Client Wealth Llc | Travelers Rest | SC | 06/2021 | 02/2025 |
| Truist Investment Services, Inc | Greenville | SC | 02/2025 | 11/2025 |
| Truist Advisory Services, Inc | Grennville | SC | 02/2025 | 11/2025 |
| The Huntington Investment Company | Greenville | SC | 11/2025 | Present |
| Ameriprise Financial Services, Llc | Easley | SC | 06/2026 | Present |
Rental Property POSITION: Owner INVESTMENT RELATED: No NUMBER OF HOURS: 10-20 hours SECURITIES TRADING HOURS: 0-5 hours START DATE: 06/30/2026 ADDRESS: 842 Log Shoals Rd, Greenville, SC 29607 DESCRIPTION: Seek and screen tenants, collect rents, make upgrades and repairs, standard rental property duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-08 |
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