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Johns Island, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Charlotte | NC | 03/2008 | 08/2017 |
| Palmetto Advisory Group, Llc | Kiawah Island | SC | 07/2019 | 06/2025 |
| Victoria Capital Management, Inc. | Charleston | SC | 08/2017 | 07/2019 |
| Palmetto Advisory | Kiawah Island | SC | 08/2019 | 06/2025 |
| Stono River Wealth Management Llc | Johns Island | SC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-19 |
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