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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-16 |
Branch Locations
500 Taylor Street Suite 301, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Planning | Charlotte | NC | 01/2023 | 05/2023 |
| University Of South Carolina | Columbia | SC | 08/2021 | 12/2022 |
| Self-Employed | Metairie | LA | 04/2021 | 08/2021 |
| Dickie Brennan Restaurant Group | New Orleans | LA | 01/2021 | 03/2021 |
| Roman Catholic Diocese Of Charleston | Charleston | SC | 07/2016 | 12/2020 |
| Guardian Life Insurance Company | Charlotte | NC | 05/2023 | 09/2023 |
| Park Avenue Securities | Charlotte | NC | 05/2023 | 09/2023 |
| Guardian Life Insurance Company | Columbia | SC | 09/2023 | 12/2023 |
| Park Avenue Securities | Columbia | SC | 09/2023 | 12/2023 |
| Wallick Investments, Llc | Columbia | SC | 01/2024 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Calmwater Advisors | Columbia | SC | 07/2024 | Present |
Fixed insurance sales; Located at 200 Center Point Circle, Suite 350, Columbia, SC 29210, as of 07/25/2024; 9% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-28 |
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