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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-16 |
| SC | RA | APPROVED | 2024-02-22 |
Branch Locations
5401 Netherby Lane Suite 101, North Charleston, SC 29420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Advisory Group Llc (Swag) | Columbia | SC | 12/2013 | 06/2022 |
| Planmember Securities Corporation | Carpinteria | CA | 01/2016 | 06/2022 |
| Principal Life Insurance Company | N Charleston | SC | 06/2022 | 12/2023 |
| Visionary Financial Group, Llc | Summerville | SC | 07/2022 | Present |
| Edward Jones | St Louis | MO | 01/2024 | Present |
Sam E Anderson Jr. LLC Type of business: Basketball Official (referee) North Charleston, SC Start date: 8/1/2018 Owner Hours per week: 10 Hours during trading: 0 Enforces the rules and maintain order in the game ensuring that the game runs smoothly. **** "Sam E Anderson Jr. LLC Type: Basketball Official (referee) Date: 08/01/18 Title: Owner Trad Hrs: 0 Tot Hrs: 8 Desc: Enforces the rules and maintain order in the game ensuring that the game runs smoothly. City-State: North Charleston SC"
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-01 |
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