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632 S Main St, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-28 |
| SC | RA | APPROVED | 2024-01-25 |
Branch Locations
6325 Ardrey Kell Road Suite 125, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greenville | SC | 03/2014 | 03/2021 |
| Bank Of America N.A. | Greenville | SC | 10/2014 | 03/2021 |
| Jp Morgan Chase Bank, N.A. | Greenville | SC | 03/2021 | 01/2024 |
| Jp Morgan Securities, Llc | Greenville | SC | 03/2021 | 01/2024 |
| 16 Bittercrest Llc | Laurens | SC | 10/2020 | Present |
| Hastings Corner Farm And Garden, Llc | Laurens | SC | 10/2020 | Present |
| Burgess Investment Group, Llc | Greenville | SC | 01/2024 | Present |
Licensed insurance agent; Not investment-related; Recommends insurance products Entity Name: 16 Bittercrest LLC Investment related: N Address: Laurens, SC 29360 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 10/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Single Family Rental LLC that I own Entity Name: Hastings Corner Farm and Garden Investment related: N "Address: 838 S Harper St Laurens, SC 29360" Nature of the other business: Commerce Position/Title/Relationship: Owner/Partner Start Date: 10/01/2020 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Family Owned - extremely small market garden. I am a minority owner and wife is majority.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-02 |
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