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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
Branch Locations
345 California Street Suite 600, San Francisco, CA 94104 • United States
660 Beachland Boulevard Suite 206, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 02/2016 | 04/2022 |
| Latitude Advisors, Llc | Vero Beach | FL | 02/2016 | 04/2022 |
| Southern Capital, Llc | Tallahassee | FL | 01/2016 | Present |
| Cornerstone Planning Group | Tallahassee | FL | 04/2022 | 12/2025 |
| Farther | Tallahassee | FL | 12/2025 | Present |
Name of other business: Southern Capital Business Consulting; Is business Investment related: No; Address of other business: 660 Beachland Boulevard, Suite 206, Vero Beach, FL 32963; Nature of other business: Consulting; Your position: CEO; Start date of relationship: 12/2024; Approx. # of hours /month devote to other business: 40; Number of hours devoted to other business during securities trading hours: 30; Briefly describe duties: discussing strategy with business owners. Independent Insurance Agent; not investment-related; started 06/2012; approximately 5 hours or less per month, 5 hours or less during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-02-15 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-21 |
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