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701 East Bay Street Suite 403, Charleston, SC 29403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
Branch Locations
701 East Bay Street Suite 403, Charleston, SC 29403 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Charleston | SC | 11/2009 | 12/2020 |
| Objectivity Squared Llc | Charleston | SC | 01/2021 | Present |
| Objectivity Squared Insurance Solutions, Inc. | Charleston | SC | 11/2021 | Present |
1) A&B WATERWAY LLC ADDRESS: ISLE OF PALMS, SC NATURE OF THE BUSINESS: BUSINESS OWNER POSITION/TITLE: PARTNER INVESTMENT RELATED:YES START DATE: 11/13/2009 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 4 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: STRATEGIC DECISIONS AROUND THE PURCHASE OR SELLING OF REAL ESTATE INVESTMENTS 2) Basic Kitchen Address: 701 East Bay St. Suite 512,Charleston, SC Nature of the Business: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 09/19/2018 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 2 Description of duties: My responsibilities include attending Monthly Meetings and helping out where I can with any thoughts related to menu, events, concepts and at times helping mitigate any potential issues between partners. 3.) Objectivity Squared Insurance Solutions LLC; non-investment related; Same Address; Fixed Insurance Sales; approximately 1% of time. 4.) Lowcountry Impact Fund; Investment Related; 25 Goldsmith St. , , Greenville, SC. 29609; (LIF) is aDAF held under Abundance Capital which is also a DAF. LIF will be raising capital from philanthropic investors and will seek to make investments in for profit and non for profit orgs that qualify under Abundance Capital restrictions; Founding Partner; 6/1/2026; 10 hours per month; Help organize Lowcountry Impact Fund, get out the message broadly within our community, help raise capital and help make investment decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-03 |
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