Mark Edward Sofge

Employer firm

Charleston Equity Partners, LLC CRD 300228

$7.90M regulatory AUM

Reported services (Item 5G)

ADVICE TO PRIVATE INVESTMENT VEHICLE(S)

From the firm’s Form ADV. Read the guides:

Current Employers

Charleston Equity Partners, Llc

460 King Street Suite 200, Charleston, SC 29403 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2019-04-18

SC RA
APPROVED

Since 2019-04-18

Branch Locations

460 King Street Suite 200, Charleston, SC 29403 • United States

Piedmont Private Equity

1 Concourse Plaza Suite 800, Atlanta, GA 30328 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2018-01-19

GA RA
APPROVED

Since 2018-01-19

Branch Locations

3475 Piedmont Road, Ne Suite 1125, Atlanta, GA 30305 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Piedmont Private Equity	Atlanta	GA	08/2012	Present
Yukon Property Consultants	Atlanta	GA	12/2007	Present
Charleston Equity Partners Llc	Charleston	SC	01/2019	Present

08/2012 → Present

Piedmont Private Equity

Atlanta, GA
12/2007 → Present

Yukon Property Consultants

Atlanta, GA
01/2019 → Present

Charleston Equity Partners Llc

Charleston, SC

Previous Registrations

2015-05-21 → 2017-12-31

Piedmont Private Equity

Atlanta, GA

Other Businesses

PIEDMONT PRIVATE EQUITY LLC INVESTMENT RELATED 20 - 30 HOURS PER WEEK YUKON PROPERTY LLC, FITZMARK LLC, PIEDMONT ENERGY CONNECTION 3475 PIEDMONT ROAD, NE SUIT 1125 ATLANTA GA 30305 NON INVESTMENT RELATED. REAL ESTATE HOLDING MEMBER, SOLAR FARM DEVELOPMENT MEMBER. 15 HOURS A WEEK, DUTIES INCLUDE COLLECTING RENT AND TAXES ON PROPERTY AND REVIEW OF SOLAR PROJECTS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-11-09

S63 Uniform Securities Agent State Law Examination

1998-11-09

Designations

Certified Financial Planner

View on SEC IAPD