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215 East Bay Street Suite 500M, Charleston, SC 29401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-10-26 |
Branch Locations
215 East Bay Street Suite 500M, Charleston, SC 29401 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cbiz Institutional Benefit Services, Inc. | Orlando | FL | 07/1994 | 06/2018 |
| Cbiz Financial Solutions, Inc. | Orlando | FL | 03/2001 | 06/2018 |
| Blue Granite Capital, Llc | Charleston | SC | 08/2018 | 03/2026 |
| Blue Granite Capital, Llc | Charleston | SC | 03/2026 | Present |
(1)VanBert Capital, LLC: not investment related; I am a 50% shareholder in two warehouse properties; the start of business was 2003; approximately 1/2 hour per month (2) Grass Roots Aviators, LLC; not investment related; I am a 50% shareholder in a private, recreational use airplane--the plane is not leased or chartered; it is entirely for personal use; approximately 1/2 hour per month (3) John periodically invests, personally, in short-term investment/trading strategies (e.g., options), which may or may not utilize automated 3rd party (non-investment firm) programs.; No ownership in a corporate entity is involved with said activities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-14 |
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