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2072 Willbrook Lane, Mount Pleasant, SC 29466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-06-03 |
Branch Locations
2072 Willbrook Lane, Mount Pleasant, SC 29466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustcore | Brentwood | TN | 01/2007 | 11/2017 |
| Trustcore Financial, Inc. | Brentwood | SC | 01/2007 | 11/2017 |
| Southport Capital | Chattanooga | TN | 05/2019 | Present |
| T Bayou, Llc | Mount Pleasant | SC | 09/2017 | 05/2019 |
| Gunderson Capital Management Inc. | Mount Pleasant | SC | 11/2021 | Present |
| Knowcap Interactive | Atlanta | GA | 06/2019 | 09/2019 |
| Gunderson Capital Management | Mount Pleasant | SC | 08/2019 | 04/2021 |
1. Board Member for Foundation Investment Management, a Methodist Foundation/Endowment located in Nashville, TN. Start Date - 12/2017. Fewer than 100 hours per year and 5 hours per year during trading hours. No compensation received. Charitable activity, but investment related. I voluntarily (no compensation) sit on a board for a United Methodist Endowment. 2. As described in current employment section, I am also employed by Southport Capital LLC (currently my full-time job)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-30 |
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