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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gladstone Wealth Partners | Mt. Pleasant | SC | 03/2023 | 02/2024 |
| Lighting Solutionz | Mt. Pleasant | SC | 03/2019 | Present |
| Hegemon Group International | Alphretta | GA | 10/2014 | Present |
| Integrity Alliance, Llc | Mt Pleasant | SC | 02/2024 | Present |
| Integrity Advisory Solutions | Mt Pleasant | SC | 10/2024 | Present |
1. Lighting SolutionZ, LLC; Not Investment related; 1193 Willoughby Lane, Mt Pleasant, SC 29466; Electrical Contractor; Co-owner; 03/01/2019; 60hours per month; 60 Hrs during security hours; cultivate customer relationships, hire employees and sub-contractors, manage scheduling, manage billing and invoicing. 2. Hegemon Group International; not investment related, 11405 Old Roswell Rd, Alphretta, GA 30009; fixed insurance and annuities sales; Senior Executive Field Chairman; 10/01/2014; 40 hours per month, 20 hours during securities hours, Duties: offer fixed, indexed annuities and insurance to clients when suitable for their needs 3. Wealth Format System, LLC; Investment related; 1193 Willoughby Ln, Mt Pleasant, SC 2946; DBA for securities business; Advisor; 4/01/2023; 40 hours per month; 40 Hours during Securities hours; sales and services of securities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-29 |
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