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Riverside, CT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-13 |
| CT | RA | APPROVED | 2026-02-04 |
| NC | RA | APPROVED | 2026-02-04 |
Branch Locations
Fort Mill, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2014 | 07/2025 |
| Unemployed | Charlotte | NC | 07/2025 | 10/2025 |
| Cg Advisory Services | Williamston | MI | 10/2025 | 02/2026 |
| Scarlet Oak Financial Services | Brookhaven | GA | 10/2025 | 02/2026 |
| Tuttle Wealth Partners Llc | Riverside | CT | 02/2026 | Present |
1) Name of OBA: Insurance; Address: Charlotte, NC; Nature of OBA: Selling insurance (Life, DI, Annuities); Investment Related: No; Title: Insurance Agent; Duties: selling insurance as an independently licensed agent; Start date: 02/2026; Approx. hrs/month: 10; Approx. hrs/month durnig trading hours: 10
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-17 |
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