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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-07-01 |
Branch Locations
135 S Main St Suite 600, Greenville, SC 29601 • United States
3741 Rome Drive , Lafayette, IN 47905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalamazoo Children's Chorus | Kalamazoo, Mi | MI | 09/2015 | 05/2018 |
| St. Augustine Cathedral Diocese Of Kalamzoo | Kalamazoo | MI | 08/2015 | 05/2018 |
| Stay At Home Mom And Music Volunteer | West Lafayette | IN | 06/2018 | 08/2019 |
| Montessori School Of Greater Lafayette | West Lafayette | IN | 08/2019 | 07/2025 |
| Mini Melody Makers | West Lafayette | IN | 08/2019 | Present |
| Lpl Financial Llc | Reno | NV | 11/2025 | 06/2026 |
| The Fiduciary Alliance | Greenville | SC | 06/2026 | Present |
| Washoe Wealth Advisors | Reno | NV | 06/2025 | 06/2026 |
1) 11/10/2025 - Mini Melody Makers - Music Teacher - Non-INV Rel - West Lafayette, IN - Owner - Start 8/22/2025 - 4 Hr/Mnth 2) 04/28/2025 - West Lafayette Elementary School Parent Council - Not Investment Related - West Lafayette, IN - Social Media/Communication Coordinator- Start Date 02/13/2026 - 4 hours per month/ 0 hours during trading-Manage social media and communication to support events and fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
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