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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED | 2023-08-25 |
Branch Locations
116 Church Street, Charleston, SC 29401 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Charleston | SC | 07/2017 | 06/2021 |
| Seabreeze Marina | Charleston | SC | 04/2017 | 07/2017 |
| Solutions 4 Wealth | Charleston | SC | 06/2021 | 08/2023 |
| Sc House Of Representative | Charleston | SC | 08/2016 | 01/2017 |
| University Of South Carolina | Columbia | SC | 08/2013 | 04/2017 |
| Farther Finance Advisors | Charleston | SC | 08/2023 | Present |
Independent Insurance Agent; not investment-related; started 08/2017; approximately 1 hour per month, 1 hour during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-15 |
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