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5301 N. Trenholm Road Suite A, Columbia, SC 29206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-04-08 |
Branch Locations
5301 N. Trenholm Road Suite A, Columbia, SC 29206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Oral And Maxillofacial Surgery Center | Columbia | SC | 08/2012 | 11/2025 |
| Davinci Financial Designs | Columbia | SC | 12/2019 | 04/2023 |
| Tri-County Technical College | Columbia | SC | 08/2017 | 05/2018 |
| Clemson University | Clemson | SC | 08/2018 | 12/2021 |
| Midlands Technical College | Columbia | SC | 05/2018 | 08/2018 |
| Lpl Financial | Columbia | SC | 05/2021 | Present |
| Cardinal Newman Catholic School | Columbia | SC | 08/2010 | 05/2017 |
| Davinci Financial Designs | Columbia | SC | 04/2023 | Present |
1- 02/15/2023 / Davinci Investment Services / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / COLUMBIA, SC - Start Date 01/2022 - 120 hours per month/ 6 hours during trading 2- 02/15/2023 / Dootson Family Limited Partnership / Real Estate Rental / INVESTMENT RELATED / Columbia, SC - Start Date 04/2009 3- 02/15/2023 / NOTARY / INVESTMENT RELATED / At Reported Business Location(s) - Start Date 06/2021 4- 12/05/2023 - 1125 Woodrow St. Rental, LLC - Real Estate Rental - Investment Related - Columbia, SC - Start Date 11/01/2023 - 10 Hours Per Month/ 0 Hours During Trading 5- 12/12/2023 - DaVinci Financial Designs - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 04/14/2023 - 160 Hours Per Month/ 30 Hours During Trading - I provide administrative support to DaVinci Financial Designs LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 12/12/2023 - DaVinci Financial Designs LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 04/15/2023 - 160 Hours Per Month/ 30 Hours During Trading - I provide administrative support to DaVinci Financial Designs LLC, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-11 |
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