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Zulma Petty

Uptick Partners, LLC

Spartanburg, SC

Nacogdoches, TX

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Current Employers
Uptick Partners, Llc

777 East Austin, Nacogdoches, TX 75965 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-18
TX RA APPROVED 2026-03-18
  • SC RA
    APPROVED
    Since 2026-03-18
  • TX RA
    APPROVED
    Since 2026-03-18

Branch Locations

1971 S Pine Street, Spartanburg, SC 29302 • United States

777 East Austin, Nacogdoches, TX 75965 • 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
Edward Jones St Louis MO 12/2016 03/2026
Self-Employed Moore SC 06/2016 05/2017
Spartanburg Community College Spartanburg SC 02/2012 05/2017
Spartanburg Methodist College Spartanburg SC 08/2014 05/2017
Virginia College Greenville SC 10/2015 05/2017
Uptick Partners, Llc Nacogdoches TX 03/2026 Present
  • 12/2016 → 03/2026
    Edward Jones
    St Louis, MO
  • 06/2016 → 05/2017
    Self-Employed
    Moore, SC
  • 02/2012 → 05/2017
    Spartanburg Community College
    Spartanburg, SC
  • 08/2014 → 05/2017
    Spartanburg Methodist College
    Spartanburg, SC
  • 10/2015 → 05/2017
    Virginia College
    Greenville, SC
  • 03/2026 → Present
    Uptick Partners, Llc
    Nacogdoches, TX
Previous Registrations
  • 2017-07-07 → 2026-03-19
    Edward Jones
    Moore, SC
    St Louis, MO
    Woodruff, SC
    Roebuck, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-28
  • S66 Uniform Combined State Law Examination
    2017-04-28
Designations
Other Names
  • Zulma Aviles
  • Zulma Perez
  • Sue Petty
  • Sue Perez

View on SEC IAPD

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Other Offices

COLONIAL TRUST ADVISORS, INC. · SPARTANBURG, SC
NEWEDGE ADVISORS · Spartanburg, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SPARTANBURG, SC
FIRST CITIZENS INVESTOR SERVICES, INC. · Spartanburg, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
LPL FINANCIAL LLC · SPARTANBURG, SC
CETERA INVESTMENT ADVISERS LLC · SPARTANBURG, SC
LPL ENTERPRISE, LLC · SPARTANBURG, SC

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