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757 Johnnie Dodds Blvd Suite 101, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-15 |
Branch Locations
757 Johnnie Dodds Blvd Suite 101, Mount Pleasant, SC 29464 • United States
8421 Dorchester Road Studio 109-204, North Charleston, SC 29420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| L. Todd Fisher, Cpa Pc | Humble | TX | 12/2009 | Present |
| Lpl Financial Llc | Humble | TX | 12/2011 | 09/2017 |
| Symphony Financial, Ltd. Co. | Houston | TX | 02/2016 | 09/2017 |
| H. Beck, Inc. | Bethesda | MD | 10/2017 | 03/2021 |
| Grove Point Advisors, Llc | Rockville | MD | 04/2021 | 06/2022 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 06/2022 |
| Edge Accountants And Advisors Lc | Charleston | SC | 07/2020 | Present |
| J. Benjamin Financial, Llc | Mount Pleasant | SC | 06/2022 | Present |
L. TODD FISHER 402 STEPHANIE DR GOOSE CREEK, SC 29445 POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 402 Stephanie Dr, Goose Creek SC 29445, United States DESCRIPTION: Collecting rents, making mortgage payments, and interacting with the property manager. EDGE ACCOUNTANTS AND ADVISORS LC POSITION: Member NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2020 ADDRESS: 8421 Dorchester Rd Ste 109-204, N Charleston SC 29420, United States DESCRIPTION: Installation, configuration, conversion, and report design services for client accounting systems.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-21 |
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