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3082 Old Furnace Road, Boiling Springs, SC 29316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| IN | RA | APPROVED | 2025-05-13 |
| TX | RA | APPROVED_RES | 2025-03-12 |
| GA | RA | APPROVED | 2022-09-15 |
| SC | RA | APPROVED | 2020-05-26 |
| NC | RA | APPROVED | 2020-05-21 |
Branch Locations
3082 Old Furnace Road, Boiling Springs, SC 29316 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 01/2019 |
| Quiktrip | Spartanburg | SC | 12/2011 | 12/2017 |
| Amazon Appraisals | Spartanburg | SC | 12/2016 | 07/2017 |
| Thornburg Securities Corp | Santa Fe | NM | 01/2019 | 02/2020 |
| Intellivest Wealth Managment Corporation | Boiling Springs | SC | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-16 |
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