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Discipline Wealth Solutions, Inc. CRD 315846
$747M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
15 Halton Green Way, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-10-22 |
Branch Locations
15 Halton Green Way, Greenville, SC 29607 • United States
Albuquerque, NM • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cpr Investments Inc. | Rochester | MI | 01/2016 | 10/2024 |
| Cpr Financial Group | Rochester | MI | 01/2016 | 10/2024 |
| Discipline Wealth Solutions, Inc. | Greenville | SC | 10/2024 | Present |
INSURANCE AGENT- INVESTMENT RELATED-ALBUQUERQUE, NM, INSURANCE SALES, AGENT, 2009, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. SELF EMPLOYED PHOTOGRAPHER, COMMENCED 1-2012, LESS THAN 20 HOURS PER MONTH, NOT INVESTMENT RELATED, 100% OWNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-29 |
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