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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-12-26 |
Branch Locations
330 Pelham Road Suite 101B, Greenville, SC 29615 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence Wealth Advisors | Greenville | SC | 09/2008 | Present |
| Dfpg Investments, Inc, | South Jordan | UT | 07/2016 | Present |
1. Dixon Wells-Life Insurance Brokerage; Non-Investment Related; 330 Pelham Rd Suite 101B Greenville SC 29615; Insurance; Insurance Agent; 01/1996; 1% during business hours; Insurance Sales 2. Mass Mutual; Non-Investment Related; 330 Pelham Rd Suite 101B Greenville SC 29615; Insurance; Insurance Agent; 01/1996; 1% during business hours; Insurance Sales 3. Group Benefit Strategies; Non-Investment Related; 330 Pelham Rd Suite 101B Greenville SC 29615; Insurance; Insurance Agent; 01/1996; 1% during business hours; Insurance Sales 4. John T. Lady Inc.; non-investment related; Greenville, SC; S Corporation for tax filing; President; 09/08/2008; 1% during business hours; All income flows through my S Corp.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-21 |
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