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75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-12 |
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Washington | DC | 05/2016 | 05/2017 |
| Great Valley Advisor Group | Wilmington | DE | 05/2016 | 05/2017 |
| Peachcap Tax & Advisory, Llc | Atlanta | GA | 07/2017 | 07/2018 |
| Peachcap Securities, Inc. | Atlanta | GA | 07/2017 | 07/2018 |
| Kruse Asset Management | Chicago | IL | 08/2018 | 05/2020 |
| Ascendant Alternative Strategies | New York | NY | 02/2019 | 06/2020 |
| Ameriprise Financial Services, Llc | Mc Lean | VA | 06/2020 | 04/2021 |
| Ameriprise Financial Services, Llc | Mt Pleasant | SC | 06/2021 | 11/2021 |
| Apollon Wealth Management, Llc | Mt. Pleasant | SC | 11/2021 | 09/2022 |
| Liberty Partners Financial Services Llc | Bakersfield | CA | 10/2022 | 12/2023 |
| Modern Capital Advisors Llc | Charleston | SC | 01/2023 | 07/2025 |
| Benefit Funding Services Llc | Irvine | CA | 11/2025 | 07/2026 |
| J. Alden Associates, Inc. | Wayne | PA | 08/2026 | Present |
| Acumen Financial Advantage | Boston | MA | 01/2025 | Present |
Acumen Financial Advantage - Vice President/CIO - Insurance License
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-08 |
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