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425 Main Street Suite 100, Greenwood, SC 29646-2741 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-11-10 |
Branch Locations
425 Main Street Suite 100, Greenwood, SC 29646-2741 • United States
Summerville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of Charleston | Charleston | SC | 08/2005 | 05/2023 |
| Greenwood Capital Associates, Llc | Greenwood | SC | 10/2021 | 05/2023 |
| Greenwood Capital Associates, Llc | Greenwood | SC | 05/2023 | Present |
| College Of Charleston | Charleston | SC | 05/2023 | Present |
1. College of Charleston, not investment related, 66 George St, Charleston, SC 29424. Director of the School of Business Investment Program, oversee the administration of a student-conducted program of student managed funds, as well as external investment education related events (e.g., symposiums, panels, etc.). Began this role January 2013. Does not have investment discretion. Will average 5 hours per week with typical activities not occurring during trading hours. On occasion may have events that occur during trading hours; however, has no investment discretion and conducts no trading activities. 2. General Partner (owner), MKP Consulting, not investment discretion related, 101 Blue Bonnet St., Summerville, 29483. General consulting services, such as producing or verbally disseminating educational materials on financial and investment topics related to academic areas of expertise. These can include presentations, textbooks, articles, speaking engagements, and other educational opportunities. Typically does not exceed 5 hours per month.
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