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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-04-24 |
| NC | RA | APPROVED | 2026-04-23 |
| SC | RA | APPROVED | 2026-04-06 |
Branch Locations
4609 Charlotte Highway Ste 5, Clover, SC 29710 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
4609 Charlotte Hwy Ste 5, Clover, SC 29710 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED_RES | 2024-07-26 |
Branch Locations
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2008 | 07/2024 |
| The Playford Group | Tolleson | AZ | 04/2008 | 01/2017 |
| Az Poker Tables, Llc | Tolleson | AZ | 04/2008 | 01/2017 |
| Top Shelf Bartenders | Mckeese Rocks | PA | 02/2012 | 01/2017 |
| Copperleaf Capital, Llc | Concord | NC | 07/2024 | Present |
(1) Insurance Producer; Not investment-related, 2950 SW McClure Rd, Topeka, KS 66614; Insurance Producer; Approx number of hours per month: 25; Hold licenses to sell health, disability, and life insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-08 |
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