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632 S Main St, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-17 |
| SC | RA | APPROVED | 2026-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solutions Itw | Greenville | SC | 08/2022 | 10/2022 |
| Instacart | Greenville | SC | 04/2020 | 08/2026 |
| Climb Credit | Dublin | CA | 11/2021 | 07/2022 |
| Uberdoc | Andover | MA | 11/2020 | 10/2021 |
| Quickrcare | Miami | FL | 09/2018 | 08/2020 |
| First Tennessee Bank | Greeneville | TN | 08/2017 | 09/2018 |
| Petsense | Morristown | TN | 11/2016 | 08/2017 |
| Unemployed | Greeneville | TN | 05/2015 | 11/2016 |
| Costco | Greenville | SC | 06/2023 | 09/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2023 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Greenville | SC | 09/2023 | 04/2024 |
| Valic Financial Advisors, Inc. | Houston | TX | 08/2024 | 08/2026 |
| Agia | Houston | TX | 09/2024 | 08/2026 |
| Burgess Investment Group,Llc | Greenville | SC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-21 |
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