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Greer, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 12/2024 |
| United Community Bank | Greenville | SC | 05/2018 | 07/2018 |
| Netapp Inc. | Sunnyvale | CA | 08/2010 | 04/2018 |
| Broadstreet Global Advisors, Inc. | Greer | SC | 12/2024 | 03/2025 |
| The Fiduciary Alliance | Greenville | SC | 03/2025 | Present |
| Stella Maris Wealth Management, Llc | Greenville | SC | 06/2026 | Present |
1.) Independent Insurance Agent; Investment Related; Greer, SC 29650; Approx. 16 hours per month with 0 hours during securities trading hours; Description: Presents clients with insurance or fixed annuities, etc when it makes sense in order to solve their investment/financial goals. 2.) The Fiduciary Alliance; Investment Related; Greenville, SC; Advisory products and services; Investment Advisor Representative; Started 03/2025; Less than 16 hours spent per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-07 |
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