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3082 Old Furnace Road, Boiling Springs, SC 29316 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
| IN | RA | APPROVED | 2025-05-13 |
| GA | RA | APPROVED | 2022-07-27 |
| TX | RA | APPROVED_RES | 2021-04-07 |
| NC | RA | APPROVED | 2020-05-13 |
| SC | RA | APPROVED | 2020-05-06 |
Branch Locations
3082 Old Furnace Road, Boiling Springs, SC 29316 • 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 |
|---|---|---|---|---|
| Ace Mortgage & Appraisal Corp | Inman | SC | 03/1998 | Present |
| Edward Jones | St Louis | MO | 03/2014 | 06/2020 |
| Intellivest Wealth Management Corporation | Boiling Springs | SC | 03/2020 | Present |
| Capital Investment Group Inc | Raleigh | NC | 06/2020 | 02/2021 |
1) INTELLIVEST WEALTH MANAGEMENT, 3082 OLD FURNACE RD, BOILING SPRINGS, SC 29316; INVESTMENT RELATED; RIA & REAL ESTATE APPRAISALS; RA/OWNER; 6/2/2020; 160 HRS/MONTH ALL DURING TRADING HOURS. 2) ACE APPRAISALS DBA OF INTELLIVEST WEALTH MANAGEMENT, 3082 OLD FURNACE RD, BOILING SPRINGS, SC 29316; REAL ESTATE APPRAISER; PROVIDE SINGLE FAMILY REAL ESTATE APPRAISALS TO APPAISAL MGMT COMPANIES AS WELL AS INDIVIDUALS IN THE LOCAL AREA; NOT INVESTMENT RELATED; DUTIES: MEASURE SFR HOMES, RESEARCH THE MARKET AND THEN PROVIDE MARKET VALUES; START 01/2000; 40 HRS/MON WITH 1-3 HRS DURING TRADING. 3) INSURANCE AGENT, 3082 OLD FURNACE RD, BOILING SPRINGS, SC 29316; START 6/2/2020; INVESTMENT RELATED; PROVIDE GUIDANCE WITH FINANCIAL PLANNING FOR LIFE, HEALTH, DISABILITY, ETC AS THEY MEET CLIENTS NEEDS. 160 HRS/MON WITH ALL DURING TRADING HRS. 4) REAL ESTATE INVESTMENTS ARE UNDER THE HOLDING COMPANY PAL CAPITAL. MICHAEL DICKEY IS THE OWNER OF PAL CAPITAL AND RECIEVES INCOME IN THE FORM OF RENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-06 |
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