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700 Nexton Square Drive Box 2, Summerville, SC 29486 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-11 |
Branch Locations
700 Nexton Square Drive Box 2, Summerville, SC 29486 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2018 | 11/2020 |
| Fastenal Company | Rock Hill | SC | 05/2014 | 06/2018 |
| Park Avenue Securities Llc | Mt. Pleasant | SC | 11/2020 | 01/2023 |
| Tradepending | Carborro | NC | 12/2022 | Present |
| Kovack Securities, Inc. | Summerville | SC | 09/2024 | 04/2025 |
| Kovack Advisors, Inc. | Summerville | SC | 09/2024 | 04/2025 |
| Scipio Financial Llc | Summerville | SC | 05/2025 | Present |
| Unemployed | Johns Island | SC | 07/2018 | 10/2018 |
1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) TradePending; Not investment-related; 118 E Main St #201, Carrboro, NC. 27510; Software as a Service; Senior Account Executive; Phone calls and client meetings; Start date: 12/2022; Full-time position
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-14 |
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