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15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-28 |
Branch Locations
15 Halton Green Way, Greenville, SC 29607 • United States
Tappan, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Briarcliff Manor | NY | 05/2019 | 08/2023 |
| Primerica Financial Services | Briarcliff Manor | NY | 02/2019 | 08/2023 |
| Envoy Mortgage | White Plains | NY | 02/2019 | 06/2023 |
| Key Bank | Nyack | NY | 11/2017 | 01/2019 |
| First Niagara Bank | Nyack | NY | 09/2016 | 11/2017 |
| Cpr Investments Inc. | Rochester | MI | 08/2023 | 10/2024 |
| Fairway Independent Mortgage Corporation | White Plains | NY | 07/2023 | 03/2024 |
| Primerica Advisors | Briar Cliff Manor | NY | 11/2021 | 08/2023 |
| Cpr Financial Group Llc | Rochester | MI | 08/2023 | 10/2024 |
| Quintessential Mortgage Group, Llc | White Plains | NY | 04/2024 | Present |
| Discipline Wealth Solutions, Inc. | Greenville | SC | 10/2024 | Present |
1) QUINTESSENTIAL MORTGAGE GROUP, LLC; NOT INV REL; WHITE PLAINS, NY; LOAN ORIGINATOR; 04/2024; APPROX 40% OF TIME SPENT IN THIS PRACTICE. 2) INSURANCE AGENT- INVESTMENT RELATED, TAPPAN, NY, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-08 |
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