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255 New Riverside Village W Way Unit 202, Bluffton, SC 29910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-23 |
| SC | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-12-01 |
Branch Locations
255 New Riverside Village W Way Unit 202, Bluffton, SC 29910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Port Royal | SC | 08/2010 | 06/2023 |
| Commonwealth Financial Network | Beaufort | SC | 06/2023 | 11/2025 |
| Coastline Complete Wealth Llc | Beaufort | SC | 12/2025 | Present |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-24 |
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