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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-13 |
Branch Locations
201 Ridley Ave Suite A, Lagrange, GA 30240 • United States
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bison Wealth, Llc | Lagrange | GA | 01/2014 | 10/2024 |
| Sa Stone Wealth Management, Inc | Birmingham | AL | 01/2014 | 09/2020 |
| Sa Stone Wealth Management, Inc | Lagrange | GA | 06/2022 | 11/2022 |
| The Fiduciary Alliance | Greenville | SC | 10/2024 | Present |
1)MY FAMILY OWNS VARIOUS PARCELS OF REAL ESTATE THAT WE MANAGE. THIS REQUIRES APPROXIMATELY 10 HOURS A MONTH AND LESS THAN 4 HOURS A MONTH WHEN TRADING MARKETS ARE OPEN. 2)PLANNING AND ZONING BOARD MEMBER FOR THE CITY OF LAGRANGE, GA since 2009; NOT INVESTMENT RELATED; 200 RIDLEY AVE, LAGRANGE, GA. 30240; 2 HOURS PER MONTH; MAKE RECOMMENDATION FOR MAYOR AND COUNCIL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-19 |
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