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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-01 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 01/2023 | 03/2025 |
| Wallah Richardson State Farm | Charlotte | NC | 01/2020 | 01/2023 |
| Sunflour Baking Co | Charlotte | NC | 08/2019 | 01/2020 |
| Coats America | Marion | NC | 09/2017 | 08/2019 |
| Ethan Allen | Old Fort | NC | 04/2016 | 09/2017 |
| Motley Fool Wealth Management, Llc | Alexandria | VA | 03/2025 | Present |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
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