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632 S Main St, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-31 |
| TX | RA | APPROVED_RES | 2024-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grand Canyon University | Moore | SC | 01/2018 | 08/2018 |
| United States Military | Saint George | KS | 09/2009 | 01/2018 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2018 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Greenville | SC | 11/2019 | 09/2021 |
| Wells Fargo Bank, Na | Greenville | SC | 11/2019 | 09/2021 |
| Td Private Client Wealth Llc | Greenville | SC | 09/2021 | 09/2024 |
| Td Bank N.A. | Greenville | SC | 09/2021 | 09/2024 |
| Burgess Investment Group, Llc | Greenville | SC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-15 |
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