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460 King Street Ste 200 #1021, Charleston, SC 29403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-11-09 |
Branch Locations
Bridgeport, CT • United States
460 King Street Ste 200 #1021, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palmetto Advisory Group | Kiawah Island | SC | 04/2019 | 12/2020 |
| Fiduciary.aI Inc. | Norwalk | CT | 01/2017 | 12/2022 |
| Unemployed | Norwalk | CT | 07/2016 | 09/2017 |
| Invictus Financial Development, Llc | Bridgeport | CT | 09/2016 | Present |
| Palmetto Advisory | Kiawah Island | SC | 08/2021 | Present |
| Palmetto Advisory Group | Kiawah Island | SC | 08/2021 | Present |
Investment Office Resources, 8301 Maryland Avenue, Suite 300, St. Louis, MO 63105. Position is not investment related. Operations Advisor. Start date: December 2021. Consulting on Middle Offie Investment Operations. 30 hours per month; zero during trading hours. Invictus Financial Development LLC, 325 LaFayette Street, Unit 6101, Bridgeport, CT 06604. Position is not investment related, firm works with investment managers. CEO. Start date: September 2016. Product development and investment technology consultancy working with investment managers. 15 hours per week, 3 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-27 |
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