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210 Wingo Way Suite 400, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-16 |
| SC | RA | APPROVED | 2015-09-09 |
Branch Locations
210 Wingo Way Suite 400, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palmetto Coast Advisors | Charleston | SC | 09/2015 | Present |
KREFT FINANCIAL, INC. POSITION: PRODUCER NATURE: INSURANCE PLANNING & SALES, INVESTMENT RELATED: YES, NUMBER OF HOURS: 20 PER MONTH OR LESS DURING TRADING HOURS, INVESTMENT RELATED START DATE: 01/24/2014, ADDRESS: 925-B WAPPOO ROAD, PO BOX 31058, CHARLESTON SC 29407, DESCRIPTION: INSURANCE PLANNING, INSURANCE PRODUCER: CONSULTATION AND SALES OF LIFE, LONG-TERM CARE, DISABILITY AND HEALTH INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-19 |
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