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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
| SC | RA | APPROVED | 2025-09-11 |
Branch Locations
1501 Belle Isle Avenue Ste 110, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Mount Pleasant | SC | 06/2025 | Present |
| Massmutual Life Insurance Company | Mount Pleasant | SC | 06/2025 | Present |
| Tikvah Health And Wellness | Mount Pleasant | SC | 06/2023 | 02/2026 |
| Hawkes Learning | Mount Pleasant | SC | 06/2020 | 06/2023 |
| Louisiana State University At Alexandria | Mount Pleasant | SC | 10/2024 | Present |
| College Of Charleston | Charleston | SC | 08/2018 | 05/2020 |
| Wingate University | Wingate | NC | 08/2014 | 05/2018 |
| Crossfit Mount Pleasant | Mount Pleasant | SC | 11/2023 | Present |
| Vicente Jose Munoz Reyes | Mount Pleasant | SC | 02/2024 | 02/2026 |
(1)Name: Louisiana State University At Alexandria Inv rel: N Add: 8100 US-71, Alexandria, LA 71302 Nature: Education Position: Academic Assistant Start date: 10/21/2024 No. HR/MO: 30 No. HR/MO during sec trading: 20 Describe duties: Assist instructors as a first point of contactfor online math courses (2)Name: CrossFit Mount Pleasant Inv rel: N Add: 3365 S Morgans Point Rd # 107, Mt. Pleasant, SC 29466 Nature: Health and Wellness Position: CrossFit Trainer Start date: 11/06/2023 No. HR/MO: 20 No. HR/MO during sec trading: 8 Describe duties: Coach group CrossFit classes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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