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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-01 |
| SC | RA | APPROVED | 2026-04-29 |
Branch Locations
Mount Pleasant, SC • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Breakaway Financial Group, Llc | Mount Pleasant | SC | 02/2020 | 02/2026 |
| Stay-At-Home Parent | Mount Pleasant | SC | 06/2012 | 02/2020 |
| Savvy | Mount Pleasant | SC | 03/2026 | Present |
1) Rental property; investment-related; 890 Simpkins St., Charleston, SC 29412; renting property for income; property owner; start 06/2008; 1-2 hours per month, none during trading hours. 2) Breakaway Tax and Consulting LLC; non-investment related; Mount Pleasant, SC; tax strategy planning and consulting; associate; 01/01/2022; 20 hours/week; 20 hours/week during trading; tax consulting services to layer in with wealth management offering. 3) Breakaway Financial Group LLC, business marketing name for financial services; investment related; 04/01/2017; the DBA for employment at Savvy; Mount Pleasant, SC; same hours as Savvy, this is the DBA for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
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