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1501 Belle Isle Ave Suite 110, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-11-20 |
Branch Locations
1501 Belle Isle Ave Suite 110, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-14 |
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