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531 South Main Street Suite 303, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-24 |
| NC | RA | APPROVED | 2025-02-26 |
| VA | RA | APPROVED | 2025-02-26 |
| SC | RA | APPROVED | 2020-12-22 |
Branch Locations
531 South Main Street Suite 303, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Capital Management | Dallas | TX | 12/2015 | 05/2017 |
| Cetera Advisors Llc | Denver | CO | 08/2017 | 02/2020 |
| Sabbatical | Dallas | TX | 05/2017 | 07/2017 |
| Marlin Wealth Advisors | Asheville | NC | 08/2017 | 05/2020 |
| Infinity Financial Group Llc | Baton Rouge | LA | 08/2017 | 02/2020 |
| Td Ameritrade | Greenville | SC | 05/2020 | 10/2020 |
| Goepper Burkhardt Llc | Greenville | SC | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-15 |
| S66 | Uniform Combined State Law Examination | 2007-05-14 |
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