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Mcclellanville, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-28 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Euro Dollar Financial Group Inc | Bronx | NY | 11/2015 | 12/2018 |
| The Charles Towne Agency Inc | Isle Of Palms | SC | 05/2018 | 06/2019 |
| Euro Dollar Financial Group Inc | Everson | PA | 06/2021 | Present |
| Ciao Bella Inc | Lucca | 06/2019 | 06/2021 |
Inheritance Purchasing and Funding, Investment Related, 99 King St, Ste 710, St Augustine, FL 32084, Beneficial Interest Purchasing, Owner, May 2026, Current hours dedicated 8 per week. Risk Analysis and Valuation. SEA Mortgage REIT,( not investment related, 99 King St, Ste 710, St Augustine, FL 32084, Real Estate, Buy and Sell Real Estate, may 2026, Current hours dedicated 8 per week. Acquisitions and Development
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-11 |
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