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250 Berryhill Road Suite 103, Columbia, SC 29210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2013-03-05 |
Branch Locations
250 Berryhill Road Suite 103, Columbia, SC 29210 • 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 |
|---|---|---|---|---|
| Retirement Planning Solutions | Lexington | SC | 09/2002 | Present |
| Retirement Planning Solutions, Dba Hall Tax & Planning Services | Columbia | SC | 10/2008 | Present |
| Hall Asset Management Group, Inc. | Columbia | SC | 12/2012 | Present |
| Motiv8 Investments Llc | Stuart | FL | 03/2017 | 07/2017 |
INSURANCE/FINANCIAL SERVICES/TAX PREPARATION, OWNER, 160 HRS/MO, 160 HRS DURING TRADING, SALES/CLIENT ACCOUNT SERVICES/TAX PREPARATION; ADDITIONALLY, HE OFFERS BOTH MEDICARE AND ELDER CARE PLANNING TO MIX WITH HIS ADVISORY BUSINESS OR WITHOUT DEPENDING ON CUSTOMER NEEDS. 10% OF TIME IS ALLOTED. Insurance agent for multiple companies thru Gradient Financial Marketing Organization. I also have tax preparers that complete personal and business taxes. I personally do not prepare taxes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1985-06-03 |
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