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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2009-01-02 |
Branch Locations
42 Plaza Drive, Travelers Rest, SC 29690 • United States
6204 White Horse Road, Greenville, SC 29611 • United States
611 E Main St , Simpsonville, SC 29681 • United States
1041 Verdae Blvd. , Greenville, SC 29607 • United States
217-B East Washington, Greenville, SC 29601 • United States
5101 Old Buncombe Road , Greenville, SC 29609 • United States
201 Pelham Rd., Greenville, SC 29615 • United States
2021 N Pleasantburg Dr., Greenville, SC 29609 • United States
6000 Wade Hampton Blvd , Taylors, SC 29687 • 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 |
|---|---|---|---|---|
| Resource Equity Group | Greenville | SC | 09/1982 | Present |
| Raymond James Financial Services, Inc. | Travelers Rest | SC | 01/1999 | Present |
| Bank Of Travelers Rest | Travelers Rest | SC | 03/1994 | Present |
| Raymond James Financial Services Advisors, Inc. | Travelers Rest | SC | 01/2009 | Present |
| Gateway Wealth Strategies | Travelers Rest | SC | 01/2011 | Present |
(1)Name of Business: Bank of Travelers Rest Address: 42 Plaza Dr, Travelers Rest, SC, 29690, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/01/1994 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Gateway Wealth strategies Address: 42 Plaza Drive, Travelers Rest, SC, 29690, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/27/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Branch manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-21 |
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