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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-19 |
| SC | RA | APPROVED | 2021-10-18 |
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 |
|---|---|---|---|---|
| Clemson University | Charleston | SC | 01/2010 | 06/2018 |
| Fogle And Associates | Charleston | SC | 05/2018 | 12/2018 |
| Vail Resorts | South Lake Tahoe | CA | 12/2018 | 04/2019 |
| Fogle And Associates | Charleston | SC | 04/2019 | 04/2020 |
| Northwestern Mutual | Charleston | SC | 04/2020 | 04/2021 |
| Osaic Wealth, Inc. | Charleston | SC | 05/2021 | Present |
1. ROADSTEAD CAPITAL PARTNERS POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/01/2021 ADDRESS: 1 cool blow st, Charleston SC 29403, United States DESCRIPTION: Financial Advisor and Business Development. Reach out to potential clients, Investment Strategy, Investments management, Financial Planning 2. HARBOR ONE INSURANCE POSITION: Producer NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 07/17/2024 ADDRESS: 250 Mathis Ferry Rd Ste 200, Mt. Pleasant SC 29464, United States DESCRIPTION: Solicit Insurance Business (Property and Caasualty) 3. BILLFISHIN' LLC FISHING CHARTERS POSITION: Captain NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 11/19/2025 ADDRESS: 1113 River Rd, Johns Island SC 29455, United States DESCRIPTION: Take Customers on fishing charters, take care of boat
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-15 |
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