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171 Lott Ct, West Columbia, SC 29169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-09 |
Branch Locations
West Columbia, SC • United States
171 Lott Ct, West Columbia, SC 29169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2015 | 02/2023 |
| Wingstem Services, Inc. | West Columbia | SC | 01/2016 | Present |
| Private Client Services | West Columbia | SC | 02/2023 | Present |
| Wingstem Wealth, Llc | West Columbia | SC | 02/2023 | Present |
1. NAME OF OTHER BUSINESS: WINGSTEM SERVICES, INC.; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE SALES, LIFE INSURANCE START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: DBA FOR SALES; SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: DUCKS UNLIMITED INC. INVESTMENT RELATED: NO ADDRESS: 1 WATERFOWL WAY MEMPHIS, TN 38120 NATURE OF BUSINESS: CHARITABLE START DATE: 2013 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: MEMBER OF BOARD OF DIRECTORS - STATE DIVISION 3. NAME OF OTHER BUSINESS: COVEY CALL LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CONSERVATION WORK; FARMING/LAND SERVICES START DATE: 11/2016 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: ASSOCIATE BRIEF DESCRIPTION OF DUTIES: SALES FROM PINE STRAW HARVESTING 4.NAME OF OTHER BUSINESS: AMICK & ASSOCIATES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: SOLE OWNER 5. NAME OF OTHER BUSINESS: L.G. GOLDSTEIN INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: SOLE OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-15 |
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