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145 King Street Suite 400, Charleston, SC 29401-2229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-20 |
Branch Locations
145 King Street Suite 400, Charleston, SC 29401-2229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kittatinny Regional High School | Hampton | NJ | 09/2015 | 06/2020 |
| Kittatinny Regional High School | Hampton | NJ | 09/2019 | 06/2020 |
| Mountain Shadows Lake Association | Stillwater | NJ | 07/2019 | 09/2019 |
| Panther Valley Country Club | Hackettstown | NJ | 07/2017 | 09/2017 |
| Il Porto On Lake Mohawk | Sparta | NJ | 05/2022 | 08/2022 |
| Overtime Athletics | Charleston | SC | 09/2022 | 12/2022 |
| Rutgers University | New Brunswick | NJ | 08/2020 | 05/2021 |
| The Iron Rose | Charleston | SC | 09/2022 | 12/2022 |
| Mountain Creek Resort | Vernon | NJ | 12/2018 | 01/2024 |
| Tandem Investment Advisors | Charleston | SC | 05/2023 | 04/2024 |
| College Of Charleston | Charleston | SC | 08/2021 | 05/2024 |
| Tandem Investment Advisors | Charleston | SC | 06/2024 | Present |
| Unemployed | Newton | NJ | 06/2014 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-18 |
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