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605 N. Main Street, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-05-06 |
| LA | RA | APPROVED | 2017-01-05 |
| OH | RA | APPROVED | 2012-04-11 |
| SC | RA | APPROVED | 2001-11-27 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Greenville | SC | 11/1989 | Present |
| Terry L. Norris Financial Sercives, Inc. | Greenville | SC | 10/1996 | Present |
| Norris Financial Group, Llc | Greenville | SC | 01/2000 | Present |
1. TERRY NORRIS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1974 ADDRESS: 605 N.Main St, Greenville SC 29601, United States DESCRIPTION: Insurance sales...life insurance fixed products ..annuities fixed products 2. NORRIS FINANCIAL GROUP, LLC POSITION: Investment Advisor NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 135 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2001 ADDRESS: 605 North Main Street Greenville SC 29601, Greenville SC 29601, United States DESCRIPTION: Provide investment and financial planning advice. Execute trades on behalf of our clients. 3. TERRY L NORRIS FINANCIAL SERVICES, INC. POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/1996 ADDRESS: 605 N. Main St, Greenville SC 29601, United States DESCRIPTION: Enitity established for payroll and taxes. This entity is not held out to the public. 4. ONELIFE WEALTH MANAGEMENT POSITION: Investment Advisor Rep NATURE: Other INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2001 ADDRESS: 605 N. Main St. Greenville, SC 29601, Greenville SC 29601, United States; DESCRIPTION: This is a trademark name only for financial planning services offerred under Norris Financial Group, LLC. 5. 605 NORTH MAIN LLC POSITION: owner 100% of LLC NATURE: LLC that owns my building INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2008 ADDRESS: 605 North Main St., Greenville SC 29601, United States DESCRIPTION: owner 6. JULIE'S VINTAGE SHOP POSITION: helper NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2026 ADDRESS: 3510, Greenville SC 29605, United States DESCRIPTION: Helping my wife with transport and display for her vintage retail sales of antiques including glassware,art,crafts,clothing,and used furniture.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-27 |
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