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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-06-16 |
Branch Locations
Little Rock, AR • United States
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Partnership Wealth, Llc | Topeka | KS | 10/2025 | 06/2026 |
| Ashford Advisors | Alpharetta | GA | 10/2024 | 09/2025 |
| Jts Financial | Little Rock | AR | 01/2024 | 09/2024 |
| Nutracap, Llc | Norcross | GA | 11/2021 | 02/2023 |
| Nordic Naturals | Watsonville | CA | 07/2013 | 11/2021 |
| Ava Wealth Group | Little Rock | AR | 10/2025 | 06/2026 |
| Croslow Agency | Little Rock | AR | 10/2024 | 06/2026 |
| Avant Life Solutions | Tucker | GA | 03/2023 | 01/2024 |
| The Fiduciary Alliance | Greenville | SC | 06/2026 | Present |
| M21 | Little Rock | AR | 05/2026 | 06/2026 |
INSURANCE AGENT- INVESTMENT RELATED, LITTLE, ARKANSAS, INSURANCE SALES, AGENT, 2023, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-02 |
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