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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-29 |
Branch Locations
1156 Bowman Road Suite 200, Mount Pleasant, SC 29464 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-27 |
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