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238 Mathis Ferry Road Unit 104, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-21 |
| SC | RA | APPROVED | 2015-12-11 |
Branch Locations
238 Mathis Ferry Road Unit 104, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 11/2015 | 11/2017 |
| Tidehaven Wealth, Llc | Mount Pleasant | SC | 11/2015 | Present |
1)Rental properties;not investment related;506 Pitt St,Mt. Pleasant,SC 29464;real estate rental properties;owner;2005;2 hrs during trading;0 hrs/month;I have two properties that a management company handles and I get the rental income 2)Financial Stewards Group LLC;not investment related;506 Pitt St,Mount Pleasant,SC 29464;pass-through for group health ins and DI commissions;owner;2008;2 hrs/month;0 hrs/month;service existing clients that have contracts 3)Independent insurance agent;not investment related;506 Pitt St,Mt. Pleasant,SC 29464;service and sell fixed insurance life/accident/health;insurance agent;2004;2 hrs/month;0 hrs during trading;insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-28 |
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