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520 Gervais Street, Columbia, SC 29201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-17 |
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twin Focus Capital Partners, Llc | Boston | MA | 05/2019 | 02/2022 |
| Gordan Research Conferences | Holyoke | MA | 05/2017 | 08/2017 |
| Basho | Boston | MA | 01/2018 | 05/2019 |
| Scs Capital Management, Llc | Boston | MA | 02/2022 | 09/2024 |
| Emmanuel College | Boston | MA | 08/2015 | 05/2019 |
| Unemployed | Boston | MA | 09/2024 | 04/2025 |
| Private Capital Management, Llc | Denver | CO | 04/2025 | 01/2026 |
| Southstate Private Capital Management Llc | Denver | CO | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-17 |
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