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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-05-25 |
Branch Locations
22 Westedge Street Suite 400, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coastal Financial Planning Group, Llc | Charleston | SC | 05/2006 | 05/2023 |
| Precision Capital Management | Coppell | TX | 04/2015 | 05/2023 |
| Fusion Capital Management | Dallas | TX | 01/2019 | Present |
| Independent Advisor Alliance | Charlotte | NC | 05/2023 | Present |
1) PRESIDENT OF GRAND STRAND ASSOCIATION OF LIFE UNDERWRITERS (OFFICER). 2) COASTAL FINANCIAL PLANNING GROUP LLC - DBA for RIA business - entity for RIA business - 05/24/2023 3.) OUTSIDE INSURANCE - 60 HOURS PER MONTH - 06/01/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-26 |
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