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171 Lott Ct, West Columbia, SC 29169 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-02-09 |
Branch Locations
171 Lott Ct, West Columbia, SC 29169 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 02/2023 |
| Wingstem Services, Inc. | West Colubmia | SC | 01/2016 | Present |
| Private Client Services | West Columbia | SC | 02/2023 | Present |
| Wingstem Wealth Llc | West Columbia | SC | 02/2023 | Present |
1. NAME OF OTHER BUSINESS: WINGSTEM SERVICES, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE SALES AND LIFE SETTLEMENT START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: DBA FOR SALES 2. NAME OF OTHER BUSINESS: COVEY CALL LLC NOT INVESTMENT RELATED, SAME AS RESIDENTIAL ADDRESS, MANAGES TIMBERLAND, START 03/2007, 5HRS/WK (NON-TRADING HOURS), 3. NAME OF OTHER BUSINESS: AMICK, BAHNMULLER AND ASSOC. NOT INVESTMENT RELATED ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: EMPLOYEE BENEFITS FIRM POSITION TITLE: 50% OWNER START DATE: 07/2005 APX NUMBER OF HOURS PER WEEK: 3
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-08 |
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