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125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-02-15 |
Branch Locations
2202 N Main St, Anderson, Anderson, SC 29621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs Personal Financial Management | Anderson | SC | 08/2021 | 10/2023 |
| Attain, Llc | Washington | DC | 10/2020 | 07/2021 |
| Metropolitan Hospitality Group - Circa @ Foggy Bottom | Washington | DC | 09/2019 | 03/2020 |
| George Washington University | Washington | DC | 08/2019 | 05/2021 |
| Electric City Sushi, Llc | Anderson | SC | 08/2016 | 06/2019 |
| Nami Asian Bistro | Anderson | SC | 09/2016 | 06/2019 |
| Clemson University | Clemson | SC | 08/2016 | 12/2018 |
| United Capital | Anderson | SC | 11/2023 | Present |
| Lion Street Financial | Anderson | SC | 02/2024 | Present |
| Integrity Alliance, Llc. | Anderson | SC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
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