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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-17 |
| NC | RA | APPROVED | 2021-07-13 |
Branch Locations
6208 Garners Ferry Road Suite A, Columbia, SC 29209 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2018 | 03/2020 |
| University Of South Carolina | Columbia | SC | 08/2014 | 05/2018 |
| Capital City Financial Partners | Columbia | SC | 02/2017 | 05/2018 |
| Unemployed | Germantown | MD | 06/2018 | 09/2018 |
| Capital City Financial Partners | Columbia | SC | 03/2020 | Present |
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 03/2020 | Present |
Capital City Financial Partners, Investment related, Director of Client Services, 03/2020, 40 hours, DBA, 6208 Garners Ferry Rd, Suite A, Columbia, SC 29209
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-13 |
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