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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-11 |
| SC | RA | APPROVED | 2025-12-03 |
Branch Locations
6208 Garners Ferry Rd. Suite A, Columbia, SC 29209 • United States
710 Johnnie Dodds Blvd., Suite 202, Mt. Pleasant, SC 29464 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Advisors Network, Llc | Dallas | TX | 11/2025 | Present |
| Capital City Financial Partners | Mt. Pleasant | SC | 11/2025 | Present |
| Amplified Planning | Oceanside | CA | 08/2025 | 11/2025 |
| El Camino High School | Oceanside | CA | 08/2022 | 11/2025 |
| Ati | Advanced Technology International | Summerville | SC | 10/2021 | 08/2022 |
| The Citadel | Charleston | SC | 06/2018 | 10/2021 |
| U.S. Marine Corps Forces Special Operations Command (Marsoc) | Camp Lejeune | NC | 06/2015 | 06/2018 |
1. Capital City Financial Partners; investment related; 710 Johnnie Dodds Blvd., Suite 202 Mount Pleasant, SC 29464; DBA; financial advisor; 11/2025; hours and duties in line with financial advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-29 |
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