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5900 Core Rd. Suite 201, Charleston, SC 29406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-05-01 |
Branch Locations
5900 Core Rd. Suite 201, Charleston, SC 29406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St Paul | MN | 03/2012 | Present |
| Voya Financial Advisors | Mount Pleasant | SC | 09/2014 | 05/2017 |
| Coastal Equities, Inc. | Wilmington | DE | 07/2017 | Present |
| Coastal Investment Advisors, Inc (Dba Veritas Wealth Management) | Wilmington | DE | 09/2017 | Present |
| Fortune Financial Services, Inc. | Monaca | PA | 05/2018 | Present |
1.)VERITAS WEALTH MANAGEMENT; DBA NAME/ INVESTMENT ADVISORY SERVICES. VICE PRESIDENT/ADVISOR; 50% OWNERSHIP; 40 HOURS PER WEEK, DURING TRADING HOURS. 2.) FORTUNE FINANCIAL SERVICES - REGISTERED REP HOURS PER WEEK ON AN AS NEEDED BASIS DURING TRADING HOURS. 3.) INDEPENDENT INSURANCE AGENT. FIXED AND INDEXED BUSINESS. COMPENSATION IN FORM OF COMMISSIONS. HOURS PER WEEK ON AN AS NEEDED BASIS, DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-14 |
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