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632 S Main St, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-27 |
Branch Locations
651 Meeting St., Charleston, SC 29403 • United States
632 S Main St, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paradise Rental Boats | Gainsville | GA | 05/2016 | 07/2018 |
| Georgia Southern University | Statesboro | GA | 07/2018 | 12/2018 |
| Self-Employed | Atlanta | GA | 12/2018 | 05/2020 |
| Farmers Insurance | Dawsonville | GA | 06/2020 | 12/2020 |
| New York Life Insurance Company | Charleston | SC | 09/2021 | 04/2022 |
| Nylife Securities Llc | Charleston | SC | 12/2021 | 04/2022 |
| Georgia State University | Atlanta | GA | 01/2021 | 07/2021 |
| Curran Financial Partners, Llc | Charleston | SC | 04/2022 | 10/2024 |
| Curran Financial Partners | Charleston | SC | 04/2022 | 10/2024 |
| Various Online E-Commerce Stores | Atlanta | GA | 01/2019 | 05/2020 |
| Burgess Investment Group, Llc | Charleston | SC | 09/2025 | Present |
| Self-Employed | Charleston | SC | 10/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
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