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806 Johnnie Dodds Blvd Ste 202, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-04 |
| TX | RA | APPROVED_RES | 2022-06-29 |
| SC | RA | APPROVED | 2022-06-03 |
Branch Locations
806 Johnnie Dodds Blvd Ste 202, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisor Alliance | Oradell | NJ | 07/2008 | 01/2021 |
| Charleston Dog House | Charleston | SC | 03/2006 | Present |
| Investment Advisor Group | Hancock | NY | 02/2021 | 08/2022 |
| Charleston Wealth Advisors | Mount Pleasant | SC | 06/2008 | Present |
| Charleston Wealth Advisors | Mount Pleasant | SC | 06/2022 | Present |
INDEPENDENT INSURANCE CONSULTANT; INVESTMENT RELATED; INDIVIDUAL; STARTED 10/10; 4 HRS/MO. MAY BE DURING TRADING HOURS; RESPONSIBLE FOR LOCATING INSURANCE PRODUCTS TO ACCOMPLISH CLIENT NEEDS. Charleston Dog House, LLC; Owner; Investment related: No; 2360 Air Park Road North Charleston SC 29406 USA; Dog daycare and overnight boarding facility for dogs. ;Duties: Overlook the financials of the business monthly. ;2007-05-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 30;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-29 |
| S66 | Uniform Combined State Law Examination | 2004-10-19 |
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