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3205 Devine Street, Columbia, SC 29205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Columbia | SC | 05/2005 | 08/2017 |
| Watkins-Jones Financial Group | Columbia | SC | 05/2005 | 08/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2017 | Present |
| Anchor Investment Management | Columbia | SC | 08/2017 | Present |
1) ANCHOR INVESTMENT MANAGEMENT INVESTMENT RELATED 3205 DEVINE ST. COLUMBIA SC 29205. INVESTMENT MANAGEMENT IN THE BUYING AND SELLING OF SECURITIES. FINANCIAL ADVISOR, DIRECTOR OF FINANCIAL PLANNING. START 08/2017. 100-120 HOURS/MONTH, 4-5 PER DAY DURING TRADING. FINANCIAL PLANNING, INVESTMENT MANAGEMENT VIA BUYING AND SELLING OF SECURITIES, SEMINARS AND BUSINESS DEVELOPMENT. 2) Camp Discovery at HIS Acres, Inc. ; not investment related; 208 Claude Bundrick Road Blythewood, SC 29016; Nature and Science Camp; Board Member; Start 2/1/2022; 2-3 hrs/mo; 0 hrs during trading; Participating in various programs, projects and fund raising activities for the camp primarily after business hours and on the weekends. 3) Joy is a licensed insurance agent in the following states: South Carolina (1979), Tennessee (2020), Texas (2021), Ohio (2016), North Carolina (2016), Kentucky (2019), and Georgia (2016). She spends approximately 15 hours per month during trading hours on insurance activities. To protect client interests, Anchor Investment's policy is to disclose all forms of compensation before any such transaction is executed. 4) Trenholm Road United Methodist Foundation; Not Investment Related; 3401 Trenholm Rd. Columbia, SC 29204; Church Foundation; Treasurer; 1/29/2024; 1 hr/mo; 1hr during trading; Compiling reports of donations and disbursements to be presented at quarterly board meetings. All investment decisions and disbursements are approved by the Foundation board and are administered through the church business office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-21 |
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