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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-12-12 |
| AL | RA | APPROVED | 2018-12-11 |
| TX | RA | APPROVED | 2018-02-14 |
| SC | RA | APPROVED | 2016-06-20 |
Branch Locations
250 Mathis Ferry Rd Suite 200, Charleston, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bfc Planning, Inc. | Charleston | SC | 01/2014 | Present |
| Royal Alliance | Charleston | SC | 06/2016 | Present |
1) ROADSTEAD CAPITAL PARTNERS, LLC POSITION: Managing Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/17/2014 ADDRESS: 1 Cool Blow Street, Suite 202, Charleston SC 29403 DESCRIPTION: Offer Insurance, Investments, Financial Planning 2) THE HIDDEN PALM POSITION: Owner NATURE: LLC, beach rental property INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 09/30/2021 ADDRESS: 8 Stocker Drive, Charleston SC 29407, United States DESCRIPTION: Owner/Investor of the property. Have a property manager handle all of the day to day work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-06 |
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