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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-09 |
Branch Locations
201 Ridley Avenue Suite A, Lagrange , GA 30240 • United States
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Peachtree City | GA | 06/2016 | 05/2025 |
| D-Bat | Peachtree City | GA | 06/2023 | 08/2023 |
| The Fiduciary Alliance | Greenville | SC | 06/2026 | Present |
| Brickhouse Bar And Grill | Lagrange | GA | 07/2024 | 08/2024 |
| Senior Select Insurance | Lagrange | GA | 05/2025 | 05/2026 |
INSURANCE AGENT- INVESTMENT RELATED, LAGRANGE, GEORGIA, INSURANCE SALES, AGENT, 2025, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-01 |
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