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700 Nexton Square Drive Box 2, Summerville, SC 29486 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-07 |
| SC | RA | APPROVED | 2025-02-28 |
Branch Locations
700 Nexton Square Drive Box 2, Summerville, SC 29486 • 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 |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Charleston | SC | 07/2013 | 01/2018 |
| Guardian Life Insurance Company | Mount Pleasant | SC | 12/2017 | 12/2021 |
| Park Avenue Securities Llc | Mt Pleasant | SC | 05/2018 | 01/2022 |
| Lpl Financial Llc | N Charleston | SC | 01/2022 | 10/2022 |
| Kovack Securities, Inc. | Summerville | SC | 10/2022 | 02/2025 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 10/2022 | 02/2025 |
| Northwestern Mutual Investment Services, Llc | Charleston | SC | 04/2015 | 01/2018 |
| Park Avenue Securities Llc | Mt Pleasant | SC | 06/2018 | 01/2022 |
| Scipio Financial Llc | Summerville | SC | 02/2025 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-24 |
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