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3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-11 |
Branch Locations
3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States
1213 W Morehead St Suite 508, Charlotte, NC 28208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pee Dee Outfitters | Cheraw | SC | 05/2019 | 10/2019 |
| Peaches N' Cream | Wadesboro | NC | 06/2020 | 08/2020 |
| Central-Clemson Recreation Department | Central | SC | 01/2021 | 03/2021 |
| Clemson Football | Clemson | SC | 08/2021 | 05/2022 |
| Schaeffler Group | Cheraw | SC | 05/2021 | 08/2021 |
| Clemson Football | Clemson | SC | 08/2022 | 05/2024 |
| Carolina Canners Inc. | Cheraw | SC | 05/2022 | 08/2022 |
| 49 Financial | Charlotte | NC | 06/2024 | 12/2024 |
| Unemployed Minor | Cheraw | SC | 08/2014 | 03/2020 |
| Clemson University | Clemson | SC | 08/2020 | 05/2024 |
| 49 Financial | Charlotte | NC | 12/2024 | Present |
fixed insurance agent / investment related / 40 hours per month / same address as above
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-11 |
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