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Current Employers
Quartz Partners Investment Management

85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-08-29
  • SC RA
    APPROVED
    Since 2023-08-29

Branch Locations

1156 Bowman Road Suite 200, Mount Pleasant, SC 29464 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kalos Capital Alpharetta GA 11/2014 09/2022
Kalos Management Alpharetta GA 11/2014 Present
Blue Oak Group Mt. Pleasant SC 09/2008 01/2018
Moss Bluff Management, Llc Mt. Pleasant SC 01/2018 Present
Unioworks Inc. Summerville SC 12/2016 Present
Quartz Partners, Llc Clifton Park NY 08/2023 Present
  • 11/2014 → 09/2022
    Kalos Capital
    Alpharetta, GA
  • 11/2014 → Present
    Kalos Management
    Alpharetta, GA
  • 09/2008 → 01/2018
    Blue Oak Group
    Mt. Pleasant, SC
  • 01/2018 → Present
    Moss Bluff Management, Llc
    Mt. Pleasant, SC
  • 12/2016 → Present
    Unioworks Inc.
    Summerville, SC
  • 08/2023 → Present
    Quartz Partners, Llc
    Clifton Park, NY
Previous Registrations
Other Businesses

1. MOSS BLUFF MANAGEMENT, LLC, POSITION: SOLE MEMBER NATURE: THIS ILLC THAT WAS CREATED AT THE DIRECTION OF MY PERSONAL CPA SO THAT I CAN CREATE AN S-Corp TO BE THE MOST TAX EFFICIENT WITH MY INCOME THAT IS REPORTED THROUGH 1099's INCLUDING FIXED INSURANCE, LIFE ACCIDENT AND HEALTH INSURANCE COMMISSIONS. I offer investment advisory services through Quartz Partners Investment Management including financial planning. INVESTMENT RELATED: YES NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2015, ADDRESS: 1156 Bowman Rd. #200, Mount Pleasant SC 29464-7505 2. UNIWORKS CLEANING, LLC, POSITION: Co-Owner with my wife NATURE: Building Service Cleaning Contractors. Providing janitorial services to commercial buildings. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 4 START DATE: 12/02/2016, ADDRESS: 396 East 5th North Street, Unit F, Summerville SC 29483, DESCRIPTION: Uniworks Cleaning, LLC is a commercial contract cleaning company that currently provides janitorial services to 34 buildings in the greater Charleston, SC area. The buildings are cleaned by our janitors between 5pm - 11pm Monday through Friday. Tyson & Margaret Marlow are the sole owners. The business opportunity creates a passive revenue stream for Marlow's. Tyson Marlow is the manager of the LLC for state filing reasons and tax reporting. 3. WINDSOME PLACE LLC, POSITION: Owner NATURE: This LLC was created for liability protection. The LLC consists on only One (1) single family residence rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/26/2021, ADDRESS: 1187 Moss Bluff, Mount Pleasant SC 29464. DESCRIPTION: Property Owner. Make sure the house meets the requirements to be a rental property. Handle Rental Agreements. 4. ASTOR DRIVE LLC, POSITION: Owner NATURE: The LLC consists of one (1) single family residential rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: START DATE: 11/03/2021, ADDRESS: 1187 Moss Bluff, Mount Pleasant SC 29464, DESCRIPTION: Property Owner. Make sure house is properly prepared for rental tenants. Handle Leasing Agreements.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-27
  • S66 Uniform Combined State Law Examination
    2007-07-27

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