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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-16 |
| ID | RA | APPROVED | 2024-06-17 |
Branch Locations
Greensboro, NC • United States
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clemson University | Clemson | SC | 06/2015 | 05/2019 |
| Budd Group | Greensboro | NC | 06/2020 | 05/2021 |
| Thrivent | Twin Falls | ID | 06/2021 | 10/2022 |
| Merrill Lynch | Myrtle Beach | SC | 05/2019 | 08/2019 |
| Clemson University | Clemson | SC | 08/2019 | 06/2020 |
| Tyler Layne | Twin Falls | ID | 10/2022 | 02/2024 |
| Northwestern Mutual Investment Services Llc | Twin Falls | ID | 11/2022 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2022 | 06/2024 |
| Bridgeview Enterprises, Llc | Twin Falls | ID | 02/2024 | 06/2024 |
| Fiduciary Alliance Llc | Greenville | NC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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