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140 B Whiteford Way, Lexington, SC 29702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franks Carwash | Lexington | SC | 11/2016 | 06/2017 |
| Private Property Restaurant | Lexington | SC | 11/2017 | 12/2021 |
| Advanced Applications | Lexington | SC | 03/2018 | 08/2018 |
| Lexington High School | Lexington | SC | 05/2014 | 08/2018 |
| Limehouse Wealth Management Llc | Lexington | SC | 01/2026 | Present |
| Foundations Investment Advisors Lllc | Phoenix | AZ | 03/2021 | Present |
05/2020 - Limehouse Financial - Investment Related - 140-B Whiteford Way, Lexington, SC 29072; Investment Adviser Representative, Independent Insurance Agent, Administrative Support; Approx. 50 hours/month during trading hours; Insurance, and Non-Legal Estate Planning Administrative Services; Duties include providing insurance and annuity solutions, reviewing plans with clients, non-legal services to assist clients with document organization, data entry, and platform navigation related to estate planning software, and other ownership responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-10 |
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