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632 S Main St, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-28 |
| SC | RA | APPROVED | 2026-07-24 |
Branch Locations
632 S Main St, Greenville, SC 29601 • United States
3050 Northwinds Parkway, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2015 | 06/2019 |
| Massmutual Life Insurance | Scottsdale | AZ | 08/2019 | 10/2019 |
| Mml Investors Services, Llc | Scottsdale | AZ | 09/2019 | 11/2019 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 01/2020 | 03/2020 |
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 03/2020 | 12/2025 |
| Fidelity Personal And Workplace Advisors | Scottsdale | AZ | 03/2020 | 03/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2026 | 05/2026 |
| Three Bridges Wealth Management | Alpharetta | GA | 02/2026 | 05/2026 |
| Strategic Advisers Llc | Phoenix | AZ | 03/2025 | 12/2025 |
| Burgess Investment Group, Llc | Greenville | SC | 07/2026 | Present |
Three Bridges Financial Group; Not Investment Related; 11675 Rainwater Dr #600 Alpharetta, GA 30009; Insurance & Annuity Sales; Financial Advisor; 2/2026; Approx. 40hrs/Mo; Approx. 40hrs/Mo during Securities Trading Hours; It is my job to bring in clients and sign them up for the wealth management and see if they need any insurance products to help complete the financial plan.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
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