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Inactive

Colin Stewart

Curran Financial Partners, LLC

Daniel Island, SC

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Current Employers
Curran Financial Partners, Llc

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-01-21
NC RA APPROVED 2020-01-17
SC RA APPROVED 2019-01-31
  • GA RA
    APPROVED
    Since 2020-01-21
  • NC RA
    APPROVED
    Since 2020-01-17
  • SC RA
    APPROVED
    Since 2019-01-31

Branch Locations

115 River Landing Dr Suite 200, Daniel Island, SC 29492 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Poughkeepsie NY 04/2017 08/2018
Northwestern Mutual Albany NY 10/2016 03/2017
Unemployed Albany NY 05/2016 10/2016
Marshall & Sterling Wealth Advisors, Inc. Poughkeepsie NY 04/2017 08/2018
South State Bank Charleston SC 09/2018 01/2019
Lpl Financial Llc Charleston SC 10/2018 01/2019
Curran Financial Partners Charleston SC 01/2019 Present
  • 04/2017 → 08/2018
    Lpl Financial Llc
    Poughkeepsie, NY
  • 10/2016 → 03/2017
    Northwestern Mutual
    Albany, NY
  • 05/2016 → 10/2016
    Unemployed
    Albany, NY
  • 04/2017 → 08/2018
    Marshall & Sterling Wealth Advisors, Inc.
    Poughkeepsie, NY
  • 09/2018 → 01/2019
    South State Bank
    Charleston, SC
  • 10/2018 → 01/2019
    Lpl Financial Llc
    Charleston, SC
  • 01/2019 → Present
    Curran Financial Partners
    Charleston, SC
Previous Registrations
Other Businesses

Licensed to sell life and health insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-14
  • S66 Uniform Combined State Law Examination
    2017-11-14
Other Names
  • Colin Joseph Stewart

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

CHRISTINE MARIE KRIEGL
Joseph Michael Iafelice
Kaylee Jade Urbanek
John Lennox Cummings
Maxwell Anton Blumberg
ADAM BRENNEN CURRAN
DAVID COORS SHEAFFER
Russell Douglas Renfrow

Other Offices

LPL FINANCIAL LLC · DANIEL ISLAND, SC
EAGLES COAST WEALTH MANAGEMENT, LLC · DANIEL ISLAND, SC
INCOME GROWTH ADVISORS, LLC · CHARLESTON, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CHARLESTON, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
CETERA INVESTMENT ADVISERS LLC · DANIEL ISLAND, SC
SHERMAN FINANCIAL & WEALTH MANAGEMENT · DANIEL ISLAND, SC
CARSWELL INVESTMENTS, LLC · Daniel Island, SC

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