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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-04 |
Branch Locations
2 Palmetto Bay Road, Hilton Head Island, SC 29928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Advisors, Llc | Bluffton | SC | 10/2012 | 10/2018 |
| Wells Fargo Private Bank | Hilton Head Island | SC | 10/2018 | 08/2024 |
| Southstate Bank | Hilton Head Island | SC | 10/2024 | Present |
| Private Capital Management, Llc | Hilton Head Island | SC | 01/2026 | Present |
ST. LUKE'S ANGLICAN CHURCH FOUNDATION: Not investment-related; 50 Pope Avenue, Hilton Head Island, SC 29928; The foundation is in place for the management of the resources that support the church mission such as the endowment fund as well as the designated and undesignated funds that have been given to Saint Luke's Anglican Church; Serve as board member; I have been a board member of the foundation since 2020; Approximate number of hours/month you devote to the other business; 2-3; Number of hours you devote to the other business during securities trading hours; None; Briefly describe your duties relating to the other business; we have monthly board meetings after work and cover the foundation agenda or current and proposed foundation business. I am also on task force helping with our planned giving. THE ESTHER PROJECT-SAINT LUKE'S: a ministry of Saint Luke Anglican Church; not investment-related; 50 Pope Avenue, Hilton Head Island, SC 29928; one of the mission areas of Saint Luke's Anglican Church is called the Ether Project. The intent of the Esther project is assisting members of the church when they have short term unexpected bills that they cannot afford, such as an unanticipated medical expense or moving expense. We are part of the 501c3 of the church and the funds come from donations and a grant from The Church Mouse (a thrift store that is also part of Saint Luke's); Serve as board member; I have been a board member since 2010; Approximate number of hours/month you devote to the other business; 3-4; Number of hours you devote to the other business during securities trading hours; none; Briefly describe your duties relating to the other business; I meet with the other board members as needs come up from members of the church and we make decisions about assistance and then provide the assistance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-10-21 |
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