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330 E. Coffee Street, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2018-01-23 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest Wealth Management, Llc | Greenville | SC | 08/2015 | 12/2017 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 10/2015 | 04/2017 |
| Matthews Wealth Management Llc | Greenville | SC | 12/2017 | Present |
114 N. Main St, LLC; Not investment related; Address: 114 N. Main St, , Fountain Inn, SC. 29644; Commercial Property; Managing Member; Start Date: 8/19/2022; 1 hour per month; Manage lease and incidentals of property leased to a retail business. 400 N. Main St, LLC; Not investment related; 400 N. Main St, , Fountain Inn, SC. 29644; Ownership of building located at 400 N. Main St. Fountain Inn, SC 29644, leased to Matthews Wealth Management.; Managing Member; Start Date: 8/22/2024, 1 hour per month, Manage lease and incidentals of property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-15 |
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