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Current Employers
Flowrate Financial, Llc

1501 Belle Isle Ave Suite 110, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-11-20
  • SC RA
    APPROVED
    Since 2023-11-20

Branch Locations

1501 Belle Isle Ave Suite 110, Mount Pleasant, SC 29464 • 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
Temperature Equipment Corporation Lansing IL 10/2012 02/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2018 11/2018
Northwestern Mutual Investment Services Llc Troy MI 08/2018 12/2018
Oceanside Advisors Llc Mt. Pleasant SC 02/2020 10/2023
Carrier Corporation West Columbia SC 01/2019 12/2020
Oceanside Advisors Llc Mt. Pleasant SC 02/2020 10/2023
Flowrate Financial, Llc Mount Pleasant SC 07/2023 Present
Lohmiller & Co. Denver CO 11/2023 07/2024
Faulkner Insight Partners Mount Pleasant SC 08/2024 Present
  • 10/2012 → 02/2018
    Temperature Equipment Corporation
    Lansing, IL
  • 04/2018 → 11/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2018 → 12/2018
    Northwestern Mutual Investment Services Llc
    Troy, MI
  • 02/2020 → 10/2023
    Mt. Pleasant, SC
  • 01/2019 → 12/2020
    Carrier Corporation
    West Columbia, SC
  • 02/2020 → 10/2023
    Mt. Pleasant, SC
  • 07/2023 → Present
    Mount Pleasant, SC
  • 11/2023 → 07/2024
    Lohmiller & Co.
    Denver, CO
  • 08/2024 → Present
    Faulkner Insight Partners
    Mount Pleasant, SC
Previous Registrations
Other Businesses

Ross Chawansky is currently employed as Engineered Solutions for Faulkner Insight Partners. This activity accounts for approximately 170 hours per month. This may create a potential conflict of interest in that Ross Chawansky may dedicate up to 98 hours per month during trading hours to this outside business activity. This activity is not investment related. The address of Faulkner Insight Partners (Charleston SC office) is 4115 Dorchester Road #200, Charleston, SC 29405. Ross Chawansky's job duties include HVAC Commercial Systems Sales & Support.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-22
S63 Uniform Securities Agent State Law Examination 2018-09-14
  • S65 Uniform Investment Adviser Law Examination
    2020-02-22
  • S63 Uniform Securities Agent State Law Examination
    2018-09-14
Designations
Other Names
  • Ross Chawansky
  • Ross Matthew Chawansky

View on SEC IAPD

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