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Inactive

Luke Maloney-Grimes

Dba Big Money Retirement And Big Retirement

Greenville, SC

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Current Employers
Dba Big Money Retirement And Big Retirement

632 S Main St, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-06-20
  • SC RA
    APPROVED
    Since 2024-06-20

Branch Locations

632 S Main St, Greenville, SC 29601 • 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
Burgess Investment Group, Llc Greenville SC 12/2023 Present
Backcountry Inc. Brevard NC 09/2023 11/2023
Jarden Management, Ltd. Auckland 03/2023 08/2023
Backcountry Inc. Brevard NC 08/2019 11/2019
Event Cinemas Auckland 01/2015 11/2016
International Sabbatical N/A NC 12/2016 07/2019
Student N/A NC 12/2019 02/2023
  • 12/2023 → Present
    Burgess Investment Group, Llc
    Greenville, SC
  • 09/2023 → 11/2023
    Backcountry Inc.
    Brevard, NC
  • 03/2023 → 08/2023
    Jarden Management, Ltd.
    Auckland
  • 08/2019 → 11/2019
    Backcountry Inc.
    Brevard, NC
  • 01/2015 → 11/2016
    Event Cinemas
    Auckland
  • 12/2016 → 07/2019
    International Sabbatical
    N/A, NC
  • 12/2019 → 02/2023
    Student
    N/A, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-29
  • S65 Uniform Investment Adviser Law Examination
    2024-04-29

View on SEC IAPD

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THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
GOEPPER BURKHARDT LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES

Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
FIFTH THIRD SECURITIES, INC. · GREENVILLE, SC

More in Greenville, SC

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