Michael A Greer

Current Employers

Employment History

• 12/2009 → Present
  Greer Financial Group, Llc
  Mechanicsville, VA
• 09/2015 → 10/2016
  J.W. Cole Financial, Inc.
  Tampa, FL
• 09/2016 → 10/2023
  Modern Capital Advisors, Llc
  Mount Pleasant, SC
• 05/2023 → Present
  Rise Wealth Partners Llc
  Mechanicsville, VA
• 08/2023 → Present
  Rise Wealth Partners Llc
  Mechanicsville, VA

Previous Registrations

• 2017-09-21 → 2023-10-12
  Modern Capital Advisors, Llc
  Raleigh, NC
  Mechanicsville, VA
• 2016-10-04 → 2021-12-31
  Modern Capital Advisors, Llc
  Mechanicsville, VA
  Raleigh, NC
• 2015-09-18 → 2016-10-27
  J. W. Cole Advisors, Inc.
  Mechanicsville, VA
  Tampa, FL
  Fairview, NC
  Mechanicsville, VA
• 2014-04-16 → 2015-01-22
  Fsc Securities Corporation
  Atlanta, GA
  Mechanicsville, VA
• 2013-11-12 → 2014-02-24
  Securities America Advisors, Inc.
  Mechanicsville, VA
• 2012-08-10 → 2013-11-15
  The Retirement Group, Llc
  San Diego, CA
• 2011-09-27 → 2012-07-26
  Fsc Securities Corporation
  San Diego, CA
  Mechanicsville, VA
• 2009-12-16 → 2011-09-26
  Lpl Financial Llc
  Mechanicsville, VA
  San Diego, CA
  Mechanicsville, VA
• 2007-03-30 → 2009-12-21
  Edward Jones
  Mechanicsville, VA
  St. Louis, MO

Other Businesses

1. DBA: GREER FINANCIAL GROUP, LLC. 2. MEHL PROPERTIES, LLC - PERSONAL REALESTATE INVESTING- OWNER- 10% TIME SPENT 3. FIXED INSURANCE BUSINESS- INSURANCE ADVISOR - 10% TIME SPENT 4. American Family Bio-Clean LLC; Manager; Mechanicsville, VA; 10% TIME SPENT 5. American Family Bio-Clean Franchise LLC; Authorized Member; Mechanicsville, VA; 10% TIME SPENT

Exams

• S66 Uniform Combined State Law Examination
  2007-03-23
• S63 Uniform Securities Agent State Law Examination
  2006-03-17

Other Names

• Michael A Greer
• Michael Anthony Greer