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632 S Main St, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Investor Services | Columbia | SC | 06/2023 | 05/2024 |
| Mutual Of Omaha Insurance Company | Columbia | SC | 10/2022 | 05/2024 |
| Gbs Building Supply | Greenville | SC | 07/2018 | 09/2022 |
| Spartanburg Methodist College | Spartanburg | SC | 05/2017 | 07/2018 |
| Tiger Moving | Mauldin | SC | 05/2017 | 07/2018 |
| Erskine College | Due West | SC | 08/2014 | 05/2017 |
| Burgess Investment Group, Llc | Greenville | SC | 05/2024 | Present |
Licensed insurance agent; Not investment-related; Recommends insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-23 |
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