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Anderson, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-03 |
| SC | RA | APPROVED | 2023-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Greenville | SC | 07/2013 | 09/2020 |
| Ameriprise Financial Services, Llc | Travelers Rest | SC | 09/2020 | 02/2023 |
| Flourish Financial Life Planning, Llc | Anderson | SC | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-28 |
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