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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-07 |
| SC | RA | APPROVED | 2021-11-12 |
Branch Locations
115 Fairchild Street Suite 320, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Hunt Valley | MD | 07/2019 | 01/2020 |
| Mml Investors Services | Hunt Valley | MD | 05/2019 | 01/2020 |
| Securian Financial Services Inc | St. Paul | MN | 02/2020 | 11/2021 |
| Minnesota Life Insurance Company | St. Paul | MN | 02/2020 | 11/2021 |
| Commonwealth Financial Group | Daniel Island | SC | 02/2020 | 11/2021 |
| Absolute Medical Systems Llc | St. Daniel Island | SC | 05/2008 | Present |
| Trident Orthopedics | Millersville | MT | 01/2015 | 06/2024 |
| Pintail | Nottingham | MD | 10/2003 | Present |
| First Allied Securities, Inc. | San Diego | CA | 11/2021 | 09/2022 |
| First Allied Advisory Services, Inc. | Schaumburg | IL | 11/2021 | 11/2021 |
| Cetera Advisors Llc | Daniel Island | SC | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2021 | Present |
1.) COASTAL STRATEGIC CAPITAL; PARTNER; DBA: (ONLY OFFERS FIRST ALLIED PRODUCTS/SERVICES); START DATE 11/15/2021; 160 HOURS PER MONTH. 2.) COASTAL STRATEGIC CAPITAL; PARTNER; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 11/15/2021; 160 HOURS PER MONTH. 3.) ABSOLUTE MEDICAL SYSTEMS LLC; OWNER; OTHER; START DATE: 06/01/2008; 4 HOURS PER MONTH. 4.)TRITON BROKERAGE GROUP; AGENT; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 1/01/2022; 8 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
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