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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-24 |
| SC | RA | APPROVED | 2026-03-25 |
Branch Locations
Mount Pleasant, SC • United States
2411 N. Oak Street, Ste. 403N, Myrtle Beach, SC 29577 • United States
1240 Winnowing Way, Suite 100 , Mt. Pleasant, SC 29466 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2026 | Present |
| Rpm Living, Llc | Austin | TX | 09/2025 | Present |
| Devco Management Company | Bellevue | WA | 07/2024 | 09/2025 |
| Greystar Real Estate Partners | Charleston | SC | 06/2021 | 03/2024 |
| Wakefern Food Corp | Edison | NJ | 04/2011 | 05/2021 |
| Uber | Mount Pleasant | SC | 04/2024 | Present |
| Lyft | Mount Pleasant | SC | 05/2024 | Present |
| Doordash | Mount Pleasant | SC | 04/2024 | Present |
| Melalueca | Idaho Falls | ID | 11/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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