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3 Clark Summit Drive Suite 201, Bluffton, SC 29910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-10 |
Branch Locations
3 Clark Summit Drive Suite 201, Bluffton, SC 29910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Musician | Bluffton | SC | 01/2016 | Present |
| Oak Advisors, Llc | Bluffton | SC | 01/2022 | Present |
| Oak Advisors, Llc | Bluffton | SC | 05/2021 | 08/2021 |
| College Of Charleston | Charleston | SC | 08/2018 | 12/2021 |
| Hilton Head Christian Academy | Hilton Head | SC | 08/2015 | 06/2018 |
Name of other Business: Musician/1099 Contractor; Non-Investment related; Start Date: 1/1/2016; 20 hours/month, 0 during securities trading hours; Singer and Play music in a cover band.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-03 |
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