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2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2021-01-13 |
| TX | RA | APPROVED | 2021-01-13 |
Branch Locations
2015 Boundary Street 2Nd Floor, Beaufort, SC 29902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dividend Assets Capital, Llc | Ridgeland | SC | 12/2011 | 02/2018 |
| Blackwell Boyd Wealth Management | Bluffton | SC | 02/2018 | 04/2019 |
| Verity And Verity, Llc Dba Verity Investment Partners | Beaufort | SC | 04/2019 | Present |
PAW PROPERTIES, LLC- 1577 SEASIDE ROAD, ST. HELENA ISLAND, SC 29920; REAL ESTATE INVESTMENT- 10% OWNER; 2002; O TRADING HRS PER MONTH ; O HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-26 |
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