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18 Palmetto Way Suite B, Bluffton, SC 29910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 07/2025 | 10/2025 |
| Morton Middle School | Lexington | KY | 08/2015 | 06/2017 |
| Lexington Christian Academy High School | Lexington | KY | 07/2017 | 07/2021 |
| Malones Steak House | Lexington | KY | 08/2020 | 05/2021 |
| Coastal Carolina University | Conway | SC | 06/2021 | 05/2025 |
| Standard Plastic Card Solutions | Myrtle Beach | SC | 06/2024 | 07/2025 |
| Trinity Wealth Securities, Llc | Miami | FL | 08/2025 | 10/2025 |
| Live Oak Management Group, Llc Dba Tidal Creek Capital Advisors | Bluffton | SC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-25 |
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