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Francis Ferez

Curran Financial Partners, LLC

Daniel Island, SC

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Current Employers
Curran Financial Partners, Llc

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-05-19
  • SC RA
    APPROVED
    Since 2026-05-19

Branch Locations

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Colonial Life Goose Creek SC 01/2020 Present
Curran Financial Partners Charleston SC 05/2026 Present
Clemson University Clemson SC 01/2016 05/2020
  • 01/2020 → Present
    Colonial Life
    Goose Creek, SC
  • 05/2026 → Present
    Curran Financial Partners
    Charleston, SC
  • 01/2016 → 05/2020
    Clemson University
    Clemson, SC
Other Businesses

1. Independent contractor for Colonial life 2. Business is not investment related. 3. 172 Wildberry lane, Goose Creek SC, 29445 4. Supplemental Insurance Sales 5. Agent 6. 01/01/2020 7. 10-15 minutes/week, almost entirely outside of trading hours. 8. Occasionally connecting a client with a question to the appropriate contact.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-19
  • S65 Uniform Investment Adviser Law Examination
    2026-03-19

View on SEC IAPD

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