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Columbia, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Of South Carolina, State Treasurer's Office - Investments | Columbia | SC | 05/2015 | Present |
| South Carolina Wealth Management Group, Llc | Columbia | SC | 10/2013 | Present |
State of South Carolina, Treasurer's Office, Investments Division Investment Related 1200 Senate Street - Suite 214 Wade Hampton Building Columbia, SC 29201 Manage the funds of the state. Senior Trader for the portfolios. May 4, 2015 160 hrs per month All hours during trading devoted to this job other than 1 hour lunch and two 15 minute breaks. Trade securities for all portfolios managed by the office, all fixed income securities. theinvestar.com, LLC (investment related, articles on finance/investing) 12 Cottonplace Lane Columbia, SC 29201 President 0.5 hrs per month 0 hrs during securities trading hours Currently not publishing articles Personally own real estate (land), buy and hold and not active (as in no rents or flipping).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-24 |
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