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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| SC | RA | APPROVED | 2018-05-24 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
6208 Garners Ferry Road, Suite A, Columbia, SC 29209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital City Financial Partners | Columbia | SC | 06/2016 | Present |
| The State Media Group | Columbia | SC | 01/2015 | 10/2022 |
| Great Lakes And Atlantic Wealth Management | Charlotte | NC | 06/2016 | 05/2018 |
| Integrated Advisors Network, Llc | Dallas | TX | 05/2018 | Present |
1)INDEPENDENT INSURANCE AGENT; Columbia, SC; Service description: Insurance and fixed product sales; Start date: 06/2016; Title: Financial Advisor; Duties: Sell insurance and fixed interest products; Time spent: 50%. 2)Capital City Financial Partners; Columbia, SC; Service description: Financial advising; Start date: 06/2016; Title: Financial Advisor; Duties: Advise clients on financial decisions and products; Time spent: 20%. 3) Integrated Advisors Network; Columbia, SC; Duties: act as IAR for around 30 accounts; start date: 5/21/18; title: financial advisor; time spent: 10 hours/month. 4) Advisors Excel; Topeka, KS; non-investment related; Nature of business: fixed insurance; Title: Financial Advisor; Start date: 1/22/2019; Duties: provide insurance options.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-04 |
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