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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| PA | RA | APPROVED | 2022-02-17 |
| AL | RA | APPROVED | 2018-12-18 |
| FL | RA | APPROVED | 2018-12-12 |
| NC | RA | APPROVED | 2018-01-03 |
| SC | RA | APPROVED | 2016-06-27 |
| VA | RA | APPROVED | 2016-06-21 |
Branch Locations
250 Mathis Ferry Rd Suite 200, Charleston, SC 29464 • 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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Charleston | SC | 10/2011 | Present |
| Osaic Wealth, Inc. | Charleston | SC | 06/2016 | Present |
1) GATSBY LLC POSITION: Owner NATURE: I own rental properties and tenants pay me short term rent. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 10/18/2017 ADDRESS: 1208 Cadberry Ct, Mount Pleasant SC 29464, United States DESCRIPTION: We do short term rentals on our real estate properties my wife and I own. 2) DESETA REALTY POSITION: Realtor NATURE: Sole Proprietorship- sorry I was mistaken I receive a 1099 and it flows through me solely. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2018 ADDRESS: 2456 Remount rd #305, North Charleston SC 29406, United States DESCRIPTION: I hold my real estate license so I can buy or sell primary residences for friends. 3) ROADSTEAD CAPITAL PARTNERS LLC POSITION: Managing Director NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/15/2015 ADDRESS: 1 Cool Blow St Ste 202, Charleston SC 29403, United States DESCRIPTION: We offer life, health, and long term care. 4) HARBOR ONE INSURANCE LLC POSITION: Partner NATURE: S corp Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 11/14/2023 ADDRESS: 250 Mathis Ferry Rd ste 200, Mount Pleasant SC 29464, United States DESCRIPTION: I will source insurance leads and pass them along to my associate who will be running the business. 5) ROADSTEAD POSITION: Owner NATURE: DBA for Roadstead Capital Partners our wealth practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/11/2015 ADDRESS: 250 Mathis Ferry Road ste 200, MT PLEASANT SC 29464, United States DESCRIPTION: this is a dba for roadstead capital partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-15 |
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