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300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-12-18 |
Branch Locations
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlantic Coast Advisory Group Of Charleston, Llc | Mount Pleasant | SC | 01/2013 | 11/2016 |
| Lpl Financial Llc | Mount Pleasant | SC | 04/2016 | 06/2026 |
| Maryland Financial Group, Inc. | Mount Pleasant | SC | 05/2016 | 12/2024 |
| Headland Capital, Llc (9Q5B) | Mt. Pleasant | SC | 12/2024 | Present |
(1.) 4 Carrere Ct LLC; Investment Related; Home Based-Real Estate Rental; 136 Cape May Ln Mt. Pleasant SC 29464; LLC; Member/Partner, Start Date 5/6/2011; 1 hour devoted monthly; 0 hours devoted during trading hours; Owner/Operator, Real estate rental. (2.) Coastal Wealth Management; Investment Related; At Reported Business Location(s); DBA for Headland Capital; President; Start Date: 12/01/2016; 50 hours devoted monthly; 50 hours devoted monthly during trading hours. Owner/Operator. (3.) Consolidated Brokerage Network; Investment Related; 300 West Coleman Blvd, Suite 204 Mt. Pleasant SC 29264; LLC, Insurance Agency; Partner; Start Date: 07/25/2016; 20 hours devoted monthly; 10 hours devoted during trading hours; Fixed life brokerage business. (4.) College of Charleston Foundation; Not Investment Related; 66 George Street Charleston, South Carolina 29424; Director; Start Date: 6/20/2016; 5 hours devoted monthly; 5 hours devoted monthly during trading hours; Chair of the Advancement Committee. (5.) 910 Holdings: Not Investment Related; 136 Cape May Ln Mt. Pleasant SC 29464; Single Member LLC; Member; Start Date: 1/8/2026; 0 hours devoted monthly; 0 hours devoted during trading hours; Real Estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-23 |
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