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500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-08 |
Branch Locations
301 N. Main Street, P.O. Box 49, Greenville, SC 29601 • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Half International | Greenville | SC | 12/2019 | 04/2020 |
| Robert Half International | Greenville | SC | 05/2019 | 08/2019 |
| Golf Galaxy | Greenville | SC | 06/2018 | 05/2019 |
| Hobby Lobby | Greenville | SC | 05/2017 | 09/2017 |
| Wild Wing Cafe | Anderson | SC | 09/2016 | 02/2017 |
| Clemson University | Clemson | SC | 08/2015 | 12/2019 |
| The Vanguard Group, Inc. | Charlotte | NC | 05/2020 | 05/2021 |
| Robinhood Markets, Inc. | Charlotte | NC | 05/2021 | 08/2022 |
| Merrill Lynch | Greenville | SC | 10/2022 | 11/2024 |
| Bank Of America | Greenville | SC | 10/2022 | 11/2024 |
| Greenwood Capital Associates, Llc | Greenwood | SC | 12/2024 | 08/2025 |
| Belpointe Asset Management, Llc | Reno | NV | 09/2025 | Present |
| Ase Private Wealth | Greenville | SC | 09/2025 | Present |
1) ASE Private Wealth, investment related, start 9/2025, 131 Falls Street, Ste 301, Greenville, SC 29601, Investment Advisory Group, associate advisor, 160 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-07 |
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