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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-25 |
Branch Locations
223 East Blackstock Road , Spartanburg, SC 29301 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2025 | 06/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2025 | 06/2026 |
| Redefine Facility Cleaning | Asheville | NC | 01/2024 | 01/2026 |
| Fedex | Spartanburg | SC | 01/2023 | 01/2024 |
| Panda Express | Spartanburg | SC | 01/2022 | 01/2023 |
| Chick-Fil-A | College Station | TX | 01/2019 | 01/2022 |
| Chick-Fil-A | Scottsdale | AZ | 01/2017 | 01/2019 |
| Unemployed - In High School | Scottsdale | AZ | 01/2015 | 01/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | 06/2026 |
| The Fiduciary Alliance | Greenville | SC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
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