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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-09 |
Branch Locations
2 W Washington St Fl 8, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wcm Global Wealth, Llc | Greenville | SC | 08/2020 | 12/2023 |
| Ge Aviation | Piedmont | SC | 07/2019 | 06/2020 |
| Crossroads Treatment Centers | Greenville | SC | 05/2019 | 07/2019 |
| General Electric | Greenville | SC | 01/2012 | 01/2019 |
| Ase Private Wealth | Greenville | SC | 12/2023 | 06/2024 |
| Ballentine Capital Advisors, Inc. | Greenville | SC | 09/2024 | 08/2025 |
| Unemployed | Fountain Inn | SC | 06/2024 | 09/2024 |
| Truist Investment Services, Inc. | Greenville | SC | 11/2025 | Present |
| Unemployed | Fountain Inn | SC | 08/2025 | 11/2025 |
| Unemployed | Fountain Inn | SC | 06/2020 | 08/2020 |
| Unemployed | Fountain Inn | SC | 01/2019 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-06 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
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