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607 Pendleton Street Suite 101-B, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
607 Pendleton Street Suite 101-B, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg | PA | 08/2010 | 10/2016 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 08/2010 | 10/2016 |
| Novus Advisors, Llc | Greenville | SC | 03/2011 | Present |
| Lafayette Advisors | Greenville | SC | 08/2013 | 11/2024 |
| Flopstrap, Llc | Greenville | SC | 11/2014 | 01/2018 |
| Doc On Call | Greenville | SC | 05/2013 | Present |
| Novus Wealth Management, Llc | Greenvill | SC | 12/2012 | Present |
Simplicity: INVESTMENT RELATED: HOUSTON, TX: INSURANCE AGENT ENGAGING IN THE SALE OF LIFE INSURANCE, FIXED ANNUITIES AND EQUITY INDEXED ANNUITIES: 10 HOURS PER MONTH DURING TRADING HOURS. SPECIALIZED PLAN ADMINISTRATORS: INVESTMENT RELATED: GREENVILLE, SC: MEMBER/PRINCIPAL: SERVICING AND ADMINISTRATION OF MEPS: 5 HOURS PER MONTH DURING TRADING HOURS. DOC ON CALL, LLC, GREENVILLE, SC. MEMBER/PRINCIPAL-TELEHEALTH AND OTHER ANCILLARY SERVICES-5/16/2013. 0 HPW DURING SECURITIES TRADING HOURS. PROVIDES OVERSIGHT, SALES/MARKETING FOR BUSINESS OPERATION. NOVUS WEALTH MANAGEMENT, GREENVILLE, SC. INSURANCE BUSINESS - APPROX 20 HPM DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-26 |
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