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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-14 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
1200 John B White Sr Boulevard, Spartanburg, SC 29306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2011 | 03/2017 |
| Lpl Financial, Llc | Spartanburg | SC | 03/2017 | 02/2024 |
| Palmetto Private Wealth, Llc | Spartanburg | SC | 02/2024 | 07/2026 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2026 | Present |
1. Palmetto Private Holdings, LLC - Not Investment Related - 200 Old Salem Rd, Moore, SC 29369 - Real Estate Rental - Started 02/26/2018 - 2 Hours Per Month/0 Hours During Securities Trading. 2. PPW Insurance, LLC: Licensed Insurance Agent & Partner since 03/2026; time spent: approximately 2 hours per month, none during trading hours. Investment Related Activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-27 |
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