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357 Lake Arrowhead Rd, Myrtle Beach, SC 29572 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-21 |
| NC | RA | APPROVED | 2025-11-06 |
| OH | RA | APPROVED | 2025-10-02 |
| SC | RA | APPROVED | 2025-09-23 |
Branch Locations
357 Lake Arrowhead Rd, Myrtle Beach, SC 29572 • United States
8256 East Market St Suite 141, Warren, OH 44484 • United States
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-31 |
Branch Locations
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
357 Lake Arrowhead Rd, Myrtle Beach, SC 29572 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Okatie | SC | 08/2014 | 12/2022 |
| Unemployed | North Myrtle Beach | SC | 04/2025 | 07/2025 |
| Premier Financial Solutions, Llc | Myrtle Beach | SC | 08/2025 | Present |
| Veradigm | Raleigh | NC | 03/2024 | 07/2025 |
| Rothman Health Solutions | Boyton Beach | FL | 11/2023 | 02/2024 |
| U.S. Physical Therapy/Horizon Sports Medicine & Rehabilitation | Hilton Head Island | SC | 01/2023 | 12/2023 |
| Gradient Investments, Llc | Arden Hills | MN | 10/2025 | Present |
| Premier Financial Solutions, Llc | Myrtle Beach | SC | 08/2025 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-03 |
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