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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-12 |
Branch Locations
852 Orleans Road, Charleston, SC 29407 • United States
200 Carolina Point Parkway 4Th Floor, Greenville, SC 29607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Charleston | SC | 09/2024 | 09/2025 |
| W&S Brokerage Services, Inc. | Charleston | SC | 09/2024 | 09/2025 |
| No Employer | Charleston | SC | 06/2024 | 09/2024 |
| Carfax | Centreville | VA | 02/2020 | 06/2024 |
| O2 Fitness Clubs | Charleston | SC | 08/2018 | 02/2020 |
| College Of Charleston | Charleston | SC | 08/2014 | 08/2018 |
| Lion Street Financial | Charleston | SC | 09/2025 | 11/2025 |
| Integrity Alliance, Llc. | Charleston | SC | 11/2025 | 07/2026 |
| Td Private Client Wealth Llc | Charleston | SC | 08/2026 | Present |
| Td Bank N.A. | Charleston | SC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-10 |
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