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201 Roper Creek Drive, Greenville, SC 29615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-18 |
| SC | RA | APPROVED | 2022-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Made Easy, Llc | Greenville | SC | 09/2018 | Present |
| University Of South Carolina Upstate | Spartanburg | SC | 08/2014 | 08/2018 |
| Financial Gravity Asset Management, Inc | Allen | TX | 09/2020 | 03/2022 |
| Idle Hill Advisors Llc | Greenville | SC | 09/2021 | Present |
1.) Currently employed by Insurance Made Easy performing a management role for it and its sister companies. Collectively d/b/a "The Wealth Training Academy." This company provides Independent Insurance Agent services, Tax Planning & Consulting, Estate Planning Consulting, and Business Valuation & Consulting. Investment-related. Start Date: 09/2018. Approximately 15 hours per month, all during securities trading hours. 2.) AstyrianCraft, LLC; Not investment-related; Greenville SC; Software development for other businesses; Owner; Start Date: 2/19/2026; Approximately 100 hours per month; Whenever the Firm has a trading or investment task that requires attention it takes priority. Whenever there is down-time, this business is worked on during trading hours (25 hours/month take place in trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-26 |
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