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Bluffton, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-10-23 |
| MA | RA | APPROVED | 2022-01-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Lexington Wealth Management, Inc. | Lexington | MA | 09/2009 | 04/2019 |
| Strategic Investment Solutions, Llc | Blufton | SC | 10/2018 | Present |
ETHOS ADVISORY PROPERTY MANAGEMENT, LLC BUSINESS IS NOT INVESTMENT-RELATED ADDRESS: 28 COUNTY ROAD SUITE ONE ESSEX, MA 01929-1127 NATURE OF BUSINESS: REAL PROPERTY MANAGEMENT POSITION: SOLE PROPRIETOR START DATE OF RELATIONSHIP: 10/1/2001 APPROXIMATE NUMBER OF HOURS PER MONTH DEVOTED: 12 HOURS HOURS DEVOTED DURING TRADING HOURS: 0 HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-31 |
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