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677 King St 3Rd Floor, Charleston, SC 29403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fis Global | Jacksonville | FL | 12/2014 | Present |
| Integritas Wealth Strategies, Llc | Charleston | SC | 06/2025 | Present |
From time to time, I may create special purpose vehicles to fund projects outside of this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-01 |
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