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Darlene Sue Duncan

Expressive Wealth LLC

Fairhope, AL

Chicago, IL

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Current Employers
Expressive Wealth Llc

6601 N. Avondale Ave Suite 200, Chicago, IL 60631 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-08-05
FL RA APPROVED 2024-03-11
  • AL RA
    APPROVED
    Since 2025-08-05
  • FL RA
    APPROVED
    Since 2024-03-11

Branch Locations

Fairhope, AL • United States

6601 N. Avondale Ave Suite 200, Chicago, IL 60631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 01/2016 07/2024
Wealthtrust Asset Management, Llc Destin FL 04/2015 03/2024
Expressive Wealth Llc Destin FL 03/2024 Present
Coldwell Banker Real Estate Destin FL 09/2020 Present
Previous Registrations
Other Businesses

1) Real Estate Sales Associate. Non-Investment Related. 4458 Legendary Drive, Suite 100, Destin, FL 32541. Real Estate Brokerage, Sales Associate. Start 9/2020. 5hr/mo, not during trading hours. Real Estate sales associate with Coldwell Banker. 2) Independent insurance agent since 09/2012; Destin, FL; investment related; selling insurance products; 5 hrs/mo

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-10
S63 Uniform Securities Agent State Law Examination 1999-08-13
  • S65 Uniform Investment Adviser Law Examination
    2007-04-10
  • S63 Uniform Securities Agent State Law Examination
    1999-08-13
Other Names
  • Darlene P Duncan
  • Darlene Sue Putnam

View on SEC IAPD

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