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Christopher Nickerson Mcquade

Curran Financial Partners, LLC

Daniel Island, SC

CRD 2085253

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Employer firm

Curran Financial Partners, LLC CRD 281943

$749M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Curran Financial Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-01-21
NC RA APPROVED 2020-01-17
SC RA APPROVED 2019-02-08
  • GA RA
    APPROVED
    Since 2020-01-21
  • NC RA
    APPROVED
    Since 2020-01-17
  • SC RA
    APPROVED
    Since 2019-02-08

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
Pruco Securities, Llc Mt. Pleasant SC 07/2017 02/2019
Healthmarkets Mount Pleasant SC 09/2015 03/2017
Allstate Summerville SC 03/2017 06/2017
Curran Financial Partners Charleston SC 02/2019 Present
  • 07/2017 → 02/2019
    Mt. Pleasant, SC
  • 09/2015 → 03/2017
    Healthmarkets
    Mount Pleasant, SC
  • 03/2017 → 06/2017
    Allstate
    Summerville, SC
  • 02/2019 → Present
    Curran Financial Partners
    Charleston, SC
Previous Registrations
Other Businesses

Licensed to sell life and health insurance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-18
S63 Uniform Securities Agent State Law Examination 2017-08-01
  • S65 Uniform Investment Adviser Law Examination
    2017-08-18
  • S63 Uniform Securities Agent State Law Examination
    2017-08-01
Other Names
  • Christopher N Mcquade
  • Christopher Nickerson Mcquade
  • Christopher Mcquade

View on SEC IAPD

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