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8 N. Adgers Wharf, Charleston, SC 29401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Mt Pleasant | SC | 04/2017 | 06/2024 |
| Charles Schwab Bank | Mt Pleasant | SC | 04/2017 | 06/2024 |
| Select Health Of South Carolina | North Charleston | SC | 07/2016 | 04/2017 |
| Nicholson Wealth Management Group | Charleston | SC | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-10 |
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