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Charlotte Wesley Woodham

Tandem Investment Advisors Inc

Charleston, SC

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Current Employers
Tandem Investment Advisors Inc

145 King Street Suite 400, Charleston, SC 29401-2229 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-06-18
  • SC RA
    APPROVED
    Since 2026-06-18

Branch Locations

145 King Street Suite 400, Charleston, SC 29401-2229 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full Time High School Student Sun Valley ID 08/2015 05/2018
Unemployed Ketchum ID 05/2018 08/2018
Elon University Elon NC 08/2018 05/2022
Unemployed New York NY 05/2022 07/2022
Phaidon International, Larson Maddox New York NY 07/2022 05/2024
Unemployed Charleston SC 05/2024 12/2024
Willow Partner Advisors Prides Crossing MA 12/2024 03/2025
Unemployed Charleston SC 03/2025 07/2025
Tandem Investment Advisors, Inc. Charleston SC 07/2025 Present
  • 08/2015 → 05/2018
    Full Time High School Student
    Sun Valley, ID
  • 05/2018 → 08/2018
    Unemployed
    Ketchum, ID
  • 08/2018 → 05/2022
    Elon University
    Elon, NC
  • 05/2022 → 07/2022
    Unemployed
    New York, NY
  • 07/2022 → 05/2024
    Phaidon International, Larson Maddox
    New York, NY
  • 05/2024 → 12/2024
    Unemployed
    Charleston, SC
  • 12/2024 → 03/2025
    Willow Partner Advisors
    Prides Crossing, MA
  • 03/2025 → 07/2025
    Unemployed
    Charleston, SC
  • 07/2025 → Present
    Tandem Investment Advisors, Inc.
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-10
  • S65 Uniform Investment Adviser Law Examination
    2026-06-10
Other Names
  • Charlotte Woodham

View on SEC IAPD

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Other Offices

BALLAST ROCK PRIVATE WEALTH · CHARLESTON, SC
PALMETTO ADVISORY · CHARLESTON, SC
CHARLESTON EQUITY PARTNERS, LLC · CHARLESTON, SC
EQUITABLE ADVISORS, LLC · CHARLESTON, SC
ADVISOR.COM · CHARLESTON, SC
TIME & WEALTH MANAGEMENT, LLC · CHARLESTON, SC
EDWARD JONES · CHARLESTON, SC
GREYSTAR INVESTMENT GROUP, LLC · CHARLESTON, SC

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