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2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
Branch Locations
2333 Randolph Road Suite 250, Charlotte, NC 28207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verum Partners Llc | Charleston | SC | 01/2025 | Present |
| Yellow Ventures | Charleston | SC | 09/2024 | 07/2025 |
| Sands Investment Group | Mount Pleasant | SC | 05/2024 | 08/2024 |
| Queen Anne Spirits & Wine | Charleston | SC | 05/2023 | 03/2025 |
| Tideline Cpa Group | Mount Pleasant | SC | 02/2023 | 04/2023 |
| Springfield Golf And Country Club | Springfield | VA | 03/2020 | 07/2022 |
| Unemployed | N/A | VA | 03/2015 | 04/2020 |
| Unemployed | N/A | SC | 08/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
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