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7 Lafayette Place Suite B, Hilton Head Island, SC 29926 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-08 |
Branch Locations
7 Lafayette Place Suite B, Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Conway | SC | 11/2010 | 01/2025 |
| Goldfinch Financial Group Llc | Conway | SC | 10/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | Conway | SC | 03/2011 | 01/2025 |
| Hilton Head Capital Partners Llc D/B/A Goldfinch Financial Group | Conway | SC | 01/2025 | Present |
(1) Name of Business: Address: Racepath Avenue, Conway, SC, 29527, United States Activity Type: Non profit Position/Title: Other Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this organization works with single dads to help them get back on their feet. my role would be to occasionally work with these young men and counsel them on credit card debt, saving, budgeting, etc... (2) Name of Business: Bull Run Farms LLC Address: 299 wister road, hemingway, SC, 29526, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 02/03/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I created an LLC to hold a piece of recreational property (3) Name of Business: Conway City Council Address: na, conway, SC, 29526, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 05/23/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (4) Name of Business: Goldfinch Financial Group LLC Address: 1314 4th Ave, Conway, SC, 29526, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/20/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am requesting for Compliance to approve this name as a "DBA" (5) Name of Business: Goldfinch Financial Group LLC Position Title: Owner; Investment Related; Address: 1314 4th Ave, Conway, SC, 29526, United States, Description of the business: LLC that William employees his staff through for his branch office. They are not IAR's of Hilton Head Capital; Responsibilities Duties: Owner of GFG. IAR of HHCP; Start date: 2025-01-01; Hours per month devoted to business during trading hours: 8; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-26 |
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