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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-24 |
| SC | RA | APPROVED | 2025-03-05 |
Branch Locations
130 South Main Street Suite 600, Greenville, SC 29601 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams Wealth Management | Greenville | SC | 04/2024 | Present |
| First Citizens Bank | Spartanburg | SC | 05/2023 | 08/2023 |
| Gene Dukes - State Farm Agent | Walhalla | SC | 05/2022 | 05/2023 |
| The Hook | Anderson | SC | 01/2022 | 07/2022 |
| Palmetto Pavement | Powdersville | SC | 06/2021 | 08/2021 |
| Advisory Services Network, Llc | Atlanta | GA | 03/2025 | Present |
| N/A | Clemson | SC | 01/2015 | 06/2021 |
| N/A | Clemson | SC | 09/2021 | 01/2022 |
| N/A | Clemson | SC | 09/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-29 |
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