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Charlotte, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-30 |
| FL | RA | APPROVED | 2025-10-09 |
| SC | RA | APPROVED | 2025-07-17 |
| NC | RA | APPROVED | 2023-08-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winthrop University | Rock Hill | SC | 07/2014 | 05/2018 |
| Winthrop University | Rock Hill | SC | 06/2016 | 04/2018 |
| The Vanguard Group | Charlotte | NC | 07/2018 | 02/2021 |
| Tupperware Brands Corporation | Orlando | FL | 05/2017 | 07/2017 |
| Financial Plans & Strategies | Greenwood | IN | 02/2021 | 06/2023 |
| Totem Wealth Management, Llc | Charlotte | NC | 07/2023 | Present |
NAME OF BUSINESS: ISL Agency Futbol NON-INVESTMENT RELATED: ADDRESS: Charlotte, NC NATURE OF BUSINESS: Soccer POSITION: Coach START DATE: 12/2018 APPROX. HOURS/MONTH: 30 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Coach.........
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
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