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Summerville, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-13 |
| TX | RA | APPROVED | 2026-02-18 |
| SC | RA | APPROVED | 2025-04-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Journey Asset Management Llc | Summerville | SC | 04/2025 | Present |
| Journey Asset Management Llc | Summerville | SC | 09/2024 | Present |
| Us Navy | Goosecreek | SC | 09/2000 | Present |
US Navy; Goosecreek, SC; Not Investment Related; Military; Senior Chief; Started 09/2000; Approximately 160 hours per month; Approximately 60 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-04 |
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