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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-06 |
Branch Locations
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeview Capital Partners, Llc | Atlanta | GA | 03/2013 | 09/2016 |
| Fiduciary Alliance, Llc | Greenville | SC | 08/2016 | Present |
As a Federal Firearms Licensee, I purchase and sell firearms with this company.Non investment related. 5 hours a month not during trading hours. AI ADVISOR TOOLS; Owner; Not investment related; Provide training to other financial advisors on AI tools; Approximately 8 hours per month with no client involvement; 8/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-18 |
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