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605 N. Main Street, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clemson | SC | 01/2015 | 08/2017 |
| Bank Of America, N.A. | Clemson | SC | 09/2015 | Present |
| Osaic Wealth, Inc. | Greenville | SC | 08/2017 | Present |
| Norris Financial Group, Llc | Greenville | SC | 09/2017 | Present |
1) NORRIS FINANCIAL GROUP POSITION: Investment Adviser Representative NATURE: Investment Advisor and Norris Financial Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 195 START DATE: 08/21/2017 ADDRESS: 605 N Main Street, Greenville SC 29601, United States DESCRIPTION: I am an Investment Adviser Representative managing client funds for a fee. 2) CALVIN DAVIS POSITION: Insurance agent NATURE: Employee at Norris Financial Group INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 08/21/2017 ADDRESS: 605 N Main Street, Greenville SC 29601, United States DESCRIPTION: I sell insurance to clients as it relates to their individual needs. 3) CALVIN DAVIS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 203 Old Augusta Road, Greenville SC 29605, United States DESCRIPTION: I am renting out my previous home as I have now moved. I am utilizing a property manager so this will not be something that I spend time during the day on.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-08 |
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