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Bluffton, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| GA | RA | APPROVED | 2025-07-16 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Beaufort | FL | 02/2009 | 10/2016 |
| Cfg Wealth Management, Llc | Bluffton | SC | 12/2016 | 05/2020 |
| Eight4Three Wealth Management, Llc | Bluffton | SC | 01/2020 | 04/2022 |
| Lifeworks Advisors, Llc | Bluffton | SC | 12/2021 | 12/2023 |
| Lifepath Advisors, Llc | Bluffton | SC | 03/2024 | Present |
Allen Freeman has an affiliated business as an independent insurance agent for multiple producers. Investment related. He spends approximately 10% of his time in this practice. Allen Freeman is a CDFA - Certified Divorce Financial Analyst at Lowcountry Divorce Planning, LLC since June 2018. 212 Station Pkwy. Bluffton, SC 29910. Not investment related. He spends 10% of his time in this practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-16 |
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