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75 Port City Lndg Suite 110, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-12-17 |
Branch Locations
75 Port City Lndg. Suite 110, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Triangle, Llc D/B/A "Alphavest" | Charleston | SC | 08/2008 | Present |
| Infinite Asset Management | Alpharetta | GA | 03/2016 | 10/2023 |
1) OWNER OF RESIDENTIAL RENTAL PROPERTY LOCATED IN HANAHM AND MT. PLEASANT SC. ACTIVITY BEGAN 8/1998 AND REPRESENTS APPROXIMATELY 1 HOUR/MONTH OUTSIDE OF NORMAL BUSINESS HOURS. 2) OWNER OF PERFECT DAY CONNECT, A NON-INVESTMENT RELATED CONSULTING BUSINESS LOCATED IN CHARLESTON SC. ACTIVITY BEGAN 4/2017 AND REPRESENTS APPROXIMATELY 15 HOURS PER MONTH OUTSIDE OF NORMAL BUSINESS HOURS. 3) OWNER OF HCBRE, LLC, A NON-INVESTMENT RELATED REAL ESTATE RENTAL MANAGEMENT BUSINESS LOCATED IN CHARLESTON, SC. ACTIVITY BEGAN 7/2017 AND REPRESENTS APPROXIMATELY 2 HOURS PER MONTH OUTSIDE OF NORMAL BUSINESS HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-06 |
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