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4 Carriage Lane #407, Charleston, SC 29407 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Lights Eastside | Charleston | SC | 05/2024 | Present |
| Smart Renovations | Charleston | SC | 06/2024 | 08/2024 |
| Tidal Grounds Coffee | Mount Pleasant | SC | 04/2021 | 04/2024 |
| Historic Charleston Foundation | Charleston | SC | 10/2022 | 02/2023 |
| Simons Young + Associates | Charleston | SC | 06/2023 | 08/2023 |
| Thirsty Otter Tavern + Resort | Balsam Lake | WI | 06/2020 | 08/2020 |
| Lago Tacos | Excelsior | MN | 09/2017 | 02/2021 |
| Minnetonka High School | Minnetonka | MN | 02/2015 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-19 |
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