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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-09-29 |
Branch Locations
124 Verdae Blvd Suite 403, Greenville, SC 29607 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
6208 Garners Ferry Rd, Columbia, SC 29209 • 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 |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 06/2013 | 05/2017 |
| Shum Financial Group, Inc. | Alameda | CA | 01/2018 | 02/2023 |
| Shum Financial Group, Inc. | Alameda | CA | 06/2017 | 02/2023 |
| Girard Securities, Inc. | San Diego | CA | 05/2017 | 05/2017 |
| Capital City Financial Partners | Columbia | SC | 09/2023 | Present |
| Integrated Advisors Network, Llc | Dallas | TX | 09/2023 | Present |
| From Sea To Shining Llc | Landrum | SC | 05/2021 | Present |
| Homemaker | San Diego | CA | 02/2022 | 09/2023 |
FROM SEA TO SHINING LLC; NOT INVESTMENT RELATED; LANDRUM, SC; RENTAL PROPERTY/MANAGEMENT; PARTNER; START DATE 06/2021; APPROX 1 HR/MONTH; ZERO DURING SECURITIES TRADING; MANAGE PROPERTY. Capital City Financial Partners, Planning Director, Investment related, 6208 Garners Ferry Rd, Columbia, SC 29209, 09/2023, 160 hours/month/trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-02 |
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