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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-03-31 |
| TX | RA | APPROVED | 2023-03-31 |
Branch Locations
3 Caledon Court Suite C, Greenville, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Services Corp | Greenville | SC | 03/2010 | Present |
1). "Carolinas Wealth Management Group, Inc.",Is Investment Related, Branch location,"Sell Life, Accident, Health and Fixed Indexed annuities",Agent,2010-03-16,5 hours per month,5 hours per month during trading hours,Commission Compensation,"Selling Life, Accident and Health insurance products. Also, sell fixed indexed annuities."
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-24 |
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