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10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-01 |
Branch Locations
2141 East Camelback Road Suite 205, Phoenix, AZ 85016 • United States
10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brevard College | Brevard | NC | 08/2018 | 12/2018 |
| Spartanburg Community College | Spartanburg | SC | 01/2019 | 12/2019 |
| University Of South Carolina | Columbia | SC | 01/2020 | 12/2021 |
| University Of South Carolina | Columbia | SC | 01/2020 | 12/2021 |
| James F. Byrnes High School | Duncan | SC | 08/2014 | 05/2018 |
| Equitable Advisors, Llc | New York | NY | 12/2021 | 07/2024 |
| Taverick Capital, Llc | Greenville | SC | 08/2024 | 05/2025 |
| Capital Investment Advisors | Phoenix | AZ | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-11 |
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