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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-09-17 |
Branch Locations
135 S Main St Suite 600, Greenville, SC 29601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Greenville | SC | 06/2019 | 07/2020 |
| Black Cypress Capital Management | Ponte Vedra Beach | FL | 06/2015 | 05/2019 |
| The Fiduciary Alliance | Greenville | SC | 09/2020 | Present |
Attorney. Not investment related. 9/25/20. Drafting simple estate plans for estates with net worth of $3 million or less.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-05 |
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