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Charleston, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-10-23 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| High Cotton Investments, Llc | Charleston | SC | 10/2021 | 04/2023 |
| 1975, Llc | Alpharetta | GA | 04/2019 | 04/2023 |
| Brasfield Consulting | Charleston | SC | 10/2018 | 04/2019 |
| Intercontinental Exchange | Atlanta | GA | 01/2016 | 07/2018 |
| Ubs Financial Services Inc | Atlanta | GA | 05/2023 | 05/2024 |
| 5Talents Investing, Llc | Charleston | SC | 05/2024 | Present |
| 5Talents Giving, Llc | Charleston | SC | 06/2024 | Present |
| Betur, Llc | Charleston | SC | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-14 |
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