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Current Employers
Objectivity Squared Wealth Management

701 East Bay Street Suite 403, Charleston, SC 29403 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-01-02
  • SC RA
    APPROVED
    Since 2026-01-02

Branch Locations

701 East Bay Street Suite 403, Charleston, SC 29403 • 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
Raymond James & Associates Inc Charleston SC 11/2009 12/2020
Objectivity Squared Wealth Management Charleston SC 10/2020 Present
Objectivity Squared Insurance Solutions, Llc Charleston SC 11/2021 Present
Previous Registrations
Other Businesses

1.) Objectivity Squared Insurance Solutions LLC; non-investment related; Same Address; Fixed Insurance Sales; approximately 1% of time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-23
  • S66 Uniform Combined State Law Examination
    2001-02-23
Other Names
  • Nick Holmes

View on SEC IAPD

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