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203 West Main Street Suite C-1, Lexington, SC 29072 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-12 |
| SC | RA | APPROVED | 2023-05-12 |
Branch Locations
203 West Main Street Suite C-1, Lexington, SC 29072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Augusta University | Augusta | GA | 03/2022 | 12/2022 |
| Prisma Health | Columbia | SC | 07/2018 | 03/2022 |
| Kindred At Home | Columbia | SC | 03/2018 | 07/2018 |
| United States Public Health Service | Fort Worth | TX | 07/2012 | 03/2018 |
| Prisma Health | Columbia | SC | 07/2022 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2023 | 05/2023 |
| Northwestern Mutual Investment Services Llc | Columbia | SC | 01/2023 | 05/2023 |
| Brightworks Financial Planning Llc | Columbia | SC | 05/2023 | Present |
| Brightworks Financial Planning | Columbia | SC | 04/2025 | Present |
I occasionally sell insurance to clients as a part of my duties as an IAR as is appropriate. This is done through a relationship with Vanbridge is a broker for multiple companies in the lines of life insurance and/or disability insurance. This business is not investment related and is done as a sole proprietor with no business name. This occurs approximately 1 hour per week (some weeks it is 0 hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-29 |
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