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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-20 |
Branch Locations
1311 Chuck Dawley Blvd. Suite 101, Mount Pleasant, SC 29464 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boathouse At Breach Inlet Restaurant | Isle Of Palms | SC | 05/1998 | 02/2021 |
| The Wealth Management Alliance Llc | Charleston | SC | 01/2014 | 11/2018 |
| College Transition Connection | Charleston | SC | 06/2008 | 12/2016 |
| Charleston Investment Advisors, Llc. | Charleston | SC | 01/2017 | 11/2024 |
| Bam Advisor Services, Llc. D/B/A Charleston Investment Advisors | Clayton | MO | 12/2018 | 02/2020 |
| Smitten Handcrafted Designs, Llc | Mt. Pleasant | SC | 01/2022 | Present |
| Beacon Point Advisors | Mount Pleasant | SC | 12/2024 | Present |
1. name of the other business: Smitten Handcrafted Designs, LLC; investment-related: no; address: private residence: Mt. Pleasant, SC; nature of the other business: jewelry; position, title, or relationship with the other business: owner; start date of your relationship: 01/24/2022; approximate number of hours/month you devote to the other business: 10; number of hours you devote to the other business during securities trading hours: 0; duties relating to the other business: jewelry making
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