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33 Market Point Drive, Greenville, SC 29607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planfirst | Greenville | SC | 09/2011 | 05/2017 |
| Intelligent Investing, Llc | Greenville | SC | 11/2016 | Present |
| Intelligent Investing, Llc | Greenville | SC | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-17 |
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