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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-11 |
| NC | RA | APPROVED | 2024-11-13 |
| SC | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cayce Fitness Tennis Center | Cayce | SC | 05/2020 | 07/2022 |
| Full-Time Education | Cayce | SC | 05/2012 | 05/2020 |
| Calcina Agency Wealth Management | West Columbia | SC | 07/2022 | Present |
| Woodbury Financial Services Inc | West Columbia | SC | 12/2022 | 01/2024 |
| Osaic Wealth, Inc. | West Columbia | SC | 01/2024 | Present |
1. GOOD SAMARITAN CLINIC POSITION: Board Member (No Committee assigned yet) NATURE: This is a non-profit organization. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: P.O. Box 158, Lexington SC 29071, United States DESCRIPTION: So far from our first 3 meetings, I have not been assigned any tasks besides helping with ideas and voting on issues. I think eventually I will be used to go get grants/donations for the clinic. And potentially just volunteer to help with the clinics when needed. 2. TIDE PIPER LLC POSITION: Joint owner NATURE: This is an LLC that I have formed with my two brother-in-laws. Our plan was to purchase a home for the purpose of renting it out. We started and registered the LLC, but we backed out on the home we planned on purchasing, because one of the partners was short on cash. So at the time we have decided to wait and we are not conducting any business, but we do plan to purchase a home at some point in the future. One of my brother-in-laws is a client who's account we manage, but we've known him much longer than he's been a client and he's family. Our LLC will have no effect on how his accounts are treated or the way we conduct business with him as his advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2025 ADDRESS: 2313 Bob White Lane, West Columbia SC 29169, United States DESCRIPTION: My duties are the same as my brother-in-laws, we all split cost equally. Since one of the partners lives in Charlotte and we plan to purchase a home at some point in the Columbia area, his role is to keep our expenses and file our tax returns. And since I live closest to the area my job would be maintenance and meeting with maintenance people.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-12 |
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