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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-23 |
| NC | RA | APPROVED | 2025-12-22 |
| SC | RA | APPROVED | 2004-04-07 |
Branch Locations
233 N. Main Street Suite 202, Greenville, SC 29601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Don Reed & Associates | Greenville | SC | 11/1973 | Present |
| Cp Advisory Services, Inc. | Charlotte | NC | 01/1989 | Present |
| Guardian Life Insurance Company | Greenville | PA | 04/2013 | Present |
| Park Avenue Securities | Greenville | SC | 04/2013 | Present |
1. Insurance Other then Guardian Insurance products other than Guardian., Start: 01/01/1991, Address: 15 S Main St., Suite 400, Greenville, SC 29601, 5 bus hrs per month, Investment related, 2. Silvermoon Development LLC-Purchase commercial properties, renovate them, and rent out spaces, Start: 06/01/2013, Address: 15 S Main St., Suite 400, Greenville, SC 29601, Hrs per month - tot/bus: 15/7, Investment related, 3. WATCH PROPERTIES-Investment Real Estate, Start: 01/01/2008, Address: 15 S Main St., Suite 400, Greenville, SC 29601, 3 bus hrs per month, Investment related, 4. Wingspan Properties, LLC-Commercial property rented out as art studios, Start: 01/01/2006, Address: 15 S Main St., Suite 400, Greenville, SC 29601, 10 bus hrs per month, Investment related, 5. POA for Sara Wise- POA spouse, Start: 12/20/2006, Address: 5 Club Forest Lane Greenville SC 29605, 0 total hours per month; 0 during securities trading hours, Not Investment related, No annual compensation, 6. 5567 Memory Lane, LLC, Start: 05/05/2021, Address: 5 Club Forest Lane Greenville SC 29605, 2 total hours per month; 1 during securities trading hours, Investment related, Greater than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-20 |
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