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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 | 2025-10-08 |
| SC | RA | APPROVED | 2025-10-08 |
Branch Locations
357 Lake Arrowhead Rd, Myrtle Beach, SC 29572 • 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
357 Lake Arrowhead Rd, Myrtle Beach, SC 29572 • United States
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unc Physicians Network | Smithfield | NC | 01/2018 | 09/2025 |
| Turning Point Care Services | Raleigh | NC | 06/2017 | 01/2018 |
| Unc Rex Healthcare | Raleigh | NC | 06/2011 | 06/2017 |
| Premier Financial Solutions, Llc | Myrtle Beach | SC | 10/2025 | Present |
| Gradient Investments, Llc | Arden Hills | MN | 10/2025 | Present |
| Premier Financial Solutions, Llc | Myrtle Beach | SC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-15 |
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