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145 King Street Suite 400, Charleston, SC 29401-2229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-02-22 |
Branch Locations
145 King Street Suite 400, Charleston, SC 29401-2229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 10/2020 | 02/2021 |
| The University Of Alabama | Tuscaloosa | AL | 06/2017 | 05/2020 |
| The University Of Alabama | Tuscaloosa | AL | 08/2016 | 05/2020 |
| Unemployed | Tampa | FL | 06/2020 | 09/2020 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 10/2020 | 02/2021 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2021 | 07/2022 |
| Mobile Bay Financial Solutions | Mobile | AL | 03/2021 | 07/2022 |
| Tandem Investment Advisors | Charleston | SC | 02/2024 | Present |
| Conrex Property Management | Charleston | SC | 09/2022 | 02/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-24 |
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