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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-06-20 |
Branch Locations
135 J Eagles Nest Drive, Seneca, SC 29678 • United States
2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Easley | SC | 01/2013 | 06/2019 |
| Smithfields Country Club | Easley | SC | 06/2019 | 08/2019 |
| Blue Ridge Data | Piedmont | SC | 12/2019 | 01/2020 |
| Blue Ridge Data | Piedmont | SC | 06/2020 | 08/2020 |
| Blue Ridge Data | Piedmont | SC | 12/2020 | 01/2021 |
| Purpose Wealth Management | Easley | SC | 06/2021 | 08/2021 |
| Instacart | San Francisco | CA | 06/2021 | 06/2022 |
| Carolina Bounce | Seneca | CA | 05/2022 | 06/2022 |
| Full Time Student | Central | SC | 08/2019 | Present |
| Frierson Capital Management | Seneca | SC | 06/2022 | Present |
| Triad Advisors | Norcross | GA | 06/2022 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 06/2022 | Present |
| Osaic Wealth, Inc. | Seneca | SC | 08/2024 | Present |
1. Frierson Capital Management; investment related;135 J Eagles Nest Drive,Seneca,SC 29678;sole proprietorship; operations support;6/20/2022;160 hrs/month;130 hrs during trading;answering client phone calls,assisting clients,new account paperwork,RMDs 2. FRIERSON CAPITAL MANAGEMENT POSITION: Financial Advisor NATURE: DBA for Frierson Financials LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/20/2022 ADDRESS: 135 J Eagles Nest Drive, Seneca SC 29678, United States DESCRIPTION: client meetings, making investment recommendations, answering client phone calls,assisting clients,new account paperwork,RMDs 3. DEVYN LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2024 ADDRESS: 210 Providence Court, Seneca SC 29678, United States DESCRIPTION: This is an LLC to help with bookkeeping and taxes for my compensation as a financial advisor at Frierson Capital Management. 4. INDEPENDENT INSURANCE AGENT POSITION: Independent Insurance Agent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/24/2023 ADDRESS: 135 J Eagles Nest Drive, Seneca SC 29678, United States DESCRIPTION: Selling life insurance/fixed annuities to clients 5.RIGHTVIEW PRIVATE WEALTH POSITION: Financial Advisor NATURE: DBA for Frierson Financials LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/10/2026 ADDRESS: 135 Eagles Nest Drive, Ste J, Seneca SC 29678, United States DESCRIPTION: client meetings, making investment recommendations, answering client phone calls,assisting clients,new accountpaperwork, RMD's
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
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