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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-17 |
Branch Locations
361 Route 202, Somers, NY 10589 • United States
2 West Washington Street Suite 200, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pai Pharma | Greenville | SC | 05/2024 | 07/2024 |
| Wilbert Burial Vault | Greenville | SC | 05/2023 | 07/2023 |
| Wofford College | Greenville | SC | 07/2021 | 05/2025 |
| Innovative Investment Management | Greenville | SC | 05/2025 | Present |
| Unemployed Student | Greenville | SC | 05/2015 | 07/2017 |
| Christ Church Episcopal School | Greenville | SC | 07/2017 | 07/2021 |
| Innovative Family Office Llc | Greenville | SC | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-03 |
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