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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Greenville | SC | 05/2018 | 09/2018 |
| Acm Landscaping Services | Greenville | SC | 05/2015 | 09/2016 |
| Alpha Lacrosse, Inc. | Greenville | SC | 05/2017 | 09/2017 |
| North Greenville University | Greenville | SC | 09/2016 | 05/2017 |
| Equitable Advisors, Llc | New York | NY | 05/2019 | 07/2021 |
| Raymond James Financial Services Advisors, Inc. | Greenville | SC | 09/2021 | Present |
| Raymond James Financial Services, Inc. | Greenville | SC | 09/2021 | Present |
| Bank Of Travelers Rest | Travelers Rest | SC | 07/2021 | Present |
| Gateway Wealth Strategies | Greenville | SC | 07/2021 | Present |
| North Greenville University | Greenville | SC | 09/2017 | 05/2018 |
| North Greenville University | Greenville | SC | 09/2018 | 05/2019 |
(1)Name of Business: Gateway Wealth Strategies Address: 1041 Verdae Blvd, Greenville, SC, 29607-4032, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/28/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
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