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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-21 |
| TX | RA | APPROVED | 2024-05-21 |
Branch Locations
135 South Main St Ste 900, Greenville, SC 29601 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 06/2019 |
| St. Mary's University | San Antonio | TX | 08/2017 | 11/2018 |
| Dbat - San Antonio West | San Antonio | TX | 04/2018 | 11/2018 |
| Wofford College | Sapartanburg | SC | 08/2013 | 05/2017 |
| St. Mary's University | San Antonio | TX | 08/2017 | 09/2018 |
| Greenwood Capital Associates | Greenville | SC | 07/2019 | 04/2024 |
| Beacon Pointe Advisors, Llc | Greenville | SC | 05/2024 | Present |
| Beacon Pointe Insurance Services | Greenville | SC | 05/2024 | Present |
1.) Backward K LLC Type of Business: Rental Property and Property Management Business is not investment-related 17 Hollingsworth Drive, Greenville SC 29607 Principal | Member Established April 2022; Mr. Pile spends approximately 1-4 hours per week, coordinating rental property services, such as rent collection and maintenance; not during normal trading hours. 2.) Beacon Pointe Insurance Services, LLC. Not Investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE. 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 05/2024; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sales of insurance products (life/health/accident). 3.) WP Holdings of the Upstate LLC; Investment-related; Address: 6 Longtail Ct Greenville, SC 29607; Position/Title: Co-Owner; Start Date: 04/2022; HRS/MO During trading hours: 0; Duties: Rental real estate property, owns 50% of the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-02 |
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