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149 West Main Street Suite B, Spartanburg, SC 29306 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| SC | RA | APPROVED | 2026-03-31 |
Branch Locations
149 West Main Street Suite B, Spartanburg, SC 29306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeview Capital Partners, Llc | Greenville | SC | 12/2013 | 09/2016 |
| Kansas City Royals | Kansas City | MO | 05/2016 | 11/2016 |
| Parallel Financial Llc | Spartanburg | SC | 11/2016 | 03/2026 |
| Wealth Intelligently Navigated, Llc | Spartanburg | SC | 03/2026 | Present |
Slam Co- Co-Founder. Investment Related. Provided SlamaCo with capital to purchase and flip residential properties. My brother in law and I took the returns from the flip of residential properties to invest in his young engineering company called SXTH Element. Business not conducted during business hours. Steven Tolleson has a financial industry affiliated business as an independent insurance agent. No more than 30% of his time is spent on these activities. From time to time, he offers clients advice or products from those activities. He may receive separate yet typical compensation in the form of commissions for the sale of insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-16 |
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