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888 Boylston Street Suite 1010, Boston, MA 02199 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-06 |
Branch Locations
200 S. College St Suite 1520, Charlotte, NC 28202 • United States
888 Boylston Street Suite 1010, Boston, MA 02199 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edge Corporate Finance, Llc | Atlanta | GA | 08/2011 | 12/2017 |
| Edge Advisors, Llc | Atlanta | GA | 08/2011 | 07/2018 |
| Edge Capital Group, Llc | Atlanta | GA | 08/2018 | 01/2025 |
| Scs Capital Management Llc | Charlotte | NC | 02/2025 | Present |
The Fletcher School, board member, ADD, 1-5 hours, 1-5 hours. Pat's Place, Restaurant, board member, ADD, 1-5 hours, 1-5 hours. Charlotte Country Club, Golf Club, Finance Committee, 1-5 hours, 1-5 hours. All based in Charlotte, NC and businesses non-investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-19 |
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