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58 Riverwalk Blvd., Ridgeland, SC 29936-8126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
58 Riverwalk Blvd., Ridgeland, SC 29936-8126 • 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 |
|---|---|---|---|---|
| Kubiak Financial | Lawrenceville | GA | 11/2017 | 07/2019 |
| Financial Innovations | Sandy Springs | GA | 07/2017 | 10/2017 |
| Moore & Associates Wealth Management | Alpharetta | GA | 07/2013 | 06/2017 |
| Morgan Stanley | Hilton Head Island | SC | 10/2019 | 09/2023 |
| Unemployed | Woodstock | GA | 08/2019 | 09/2019 |
| Dividend Assets Capital, Llc | Ridgeland | SC | 09/2023 | Present |
*418394 - Power of Attorney; Investment related Yes; Douglas, GA; Jan 2022; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-29 |
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