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Okatie, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-12 |
| SC | RA | APPROVED | 2026-01-06 |
| CA | RA | APPROVED | 2026-01-05 |
| FL | RA | APPROVED | 2025-10-22 |
| CT | RA | APPROVED | 2025-09-08 |
| NC | RA | APPROVED | 2025-09-07 |
| TX | RA | APPROVED | 2025-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin Street Advisors, Inc. | Chapel Hill | NC | 09/2016 | 09/2017 |
| Brannan Management Company | San Francisco | CA | 09/2017 | 05/2021 |
| Fifth Third Wealth Advisors | Charlotte | NC | 06/2021 | 08/2025 |
| Five Mile River Investment Management Llc | Okatie | SC | 08/2025 | Present |
Limited Liability Company Name: SPALDING ENDURANCE LLC and SPALDING ENDURANCE LLC dba SPALDING SPORTHORSE Formed In CALIFORNIA Purpose/Nature of Business: Athletic Coaching, Sponsorships, and Operation of a Equestrian Vacation Rental Property Investment Related: No Position: Agent and Sole Member Start Date: 2/19/19 Hours per Month spent on business: 2 Hours you devote during securities trading hours: 0 Duties: Minimal duties throughout the year, for a total of about 24hrs/year on nights and weekends only. Duties include: Secretary of State filings, monthly accounts payable, sponsorship management, oversight of external property manager, oversight of external tax accountants, coordination with other service providers for general maintenance, coaching, fitness products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-11 |
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