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Mechanicsburg, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-30 |
| PA | RA | APPROVED | 2024-04-08 |
| NC | RA | APPROVED | 2023-07-31 |
Branch Locations
Wilmington, NC • United States
Mechanicsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2011 | 09/2019 |
| Northwestern Mutual Investment Services, Llc. | Greensboro | NC | 08/2012 | 09/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2016 | 09/2019 |
| Eagles Coast Capital, Llc | Mount Pleasant | SC | 09/2019 | 07/2023 |
| Seaside Wealth Advisors Llc | Wilmington | NC | 07/2023 | Present |
| Seaside Capital Partners, Llc | Wilmington | NC | 08/2023 | Present |
| Eagles Coast Wealth Management | Mount Pleasant | SC | 10/2020 | 07/2023 |
1)STERLING PROPERTY INVESTMENTS, LLC Investment Related; Wilmington, NC; Buy and hold real estate or build and sell. May renovate homes on occasion and purchase homes to rent out; Owner; Member; Started May 2020; 5 hours per month; 2 hours during trading; Track costs of renovations or construction. 2) ILM Bikes, LLC; Not investment related; Wilmington, NC; Bike shop store front. Sale and service bicycles; Managing Member; Started Sept. 2020; 10 hours per month; 5 hours during trading; Passive operation other than checking in with managers or accounts payable, generally on weekends. 3) TYNDALL HOLDINGS COMPANY, LLC; Investment related, Wilmington, NC; Non operational. Exists to own interests of some of our other entities; Managing Member; Started May 2018; < 1 hour per month; no hours during trading; No activity requirements. Exists only as a holding company. 4) CJ DURHAM 1, LLC; Non-investment related; Durham, NC; Juice Bar / Food & Beverage; Managing Member; Started Jan 2017; 5 hours per month; 0 hours during trading; Passively operated with General Manager in place with full authority to make decisions. 5) Live ILM, LLC; Investment related; Wilmington, NC; Real Estate Rental Properties; Managing Member; Started May 2022; 2 hours per month; 2 hours during trading; Passive. Spouse handles all rental aspects. 6) MKAD Ventures, LLC; Investment related; Wilmington, NC; Real Estate Rental Properties; Member; Started March 2023; 2 hours per month; 2 hours during trading; Passive. Spouse handles all rental aspects. 7) Revitalize ILM, LLC; Investment related; Wilmington, NC; real estate company to build and renovate homes for sale; Managing Member; Started Jan 2021; 2 hours per month; 0 hours during trading; Passively participated in minority partnership with partners who were contractors. Only time requirement was meeting to discuss ongoing projects. 8) Seaside Capital Partners, LLC; Investment related; Wilmington, NC; Manager of SCP Development High-Yield Fund, LLC; Member; started July 2023; 5 hours per month; 5 hours during trading; Operations from the SCP Fund are administered by this entity. 9) SCP Development High-Yield Fund, LLC; Investment related; Wilmington, NC; Fund to finance construction and renovation projects; Member; Started July 2023; 5 hours per month; 5 hours during trading; Analyze real estate projects and funding required and administer funding to complete the projects. 10) Insurance Production; Investment related; Wilmington, NC; Offering Life/Disability/LTC insurance; Sole Proprietor; started July 2023; 15 hours per month; 15 hours during trading; Offer insurance to clients who have a need it in their financial plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-04 |
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