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5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-07 |
| TX | RA | APPROVED | 2024-08-07 |
Branch Locations
127 Library Hill Lane, Suite A, Lexington, SC 29072 • United States
5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors, Llc | Lexington | SC | 10/2015 | 08/2024 |
| The College Funding Center Of Sc, Llc | Lexington | SC | 03/2015 | Present |
| Bryson City Slingshots, Llc | Bryson City | NC | 12/2018 | 07/2020 |
| Wealthspan Investment Management, Llc | Grand Rapids | MI | 08/2024 | Present |
The College Funding Center of SC, LLC; Investment-related; 127 Library Hill Lane, Suite A, Lexington, SC 29072; College admissions and financial aid consulting. Also an insurance agency; President/Owner; Personally licensed in 2000, agency licensed 11/10/2005, LLC formed 10/21/2005; Approximately 60 hours per week, 35 during trading hours; Independently provide college admissions and financial aid consulting in addition to selling life insurance and fixed annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-25 |
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