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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-09 |
| SC | RA | APPROVED | 2026-07-09 |
Branch Locations
Greenville, SC • United States
401 N Edgeworth St Ste A, Greensboro, NC 27401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Tax | Anderson | SC | 01/2024 | 04/2025 |
| Palmetto Services | Woodruff | SC | 05/2023 | 08/2024 |
| D.H. Griffin | Duncan | SC | 05/2022 | 08/2022 |
| Clemson University | Clemson | SC | 08/2021 | 05/2025 |
| Penn Mutual Life Insurance Company | Wilmington | DE | 08/2025 | 06/2026 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 09/2025 | 06/2026 |
| J.L. Mann High School | Greenville | SC | 08/2017 | 06/2021 |
| Beck International Academy | Greenville | SC | 08/2014 | 06/2017 |
| Ameriprise Financial Services, Llc | Greensboro | NC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-12 |
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