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Inactive

Mason Gregory Scott

Taverik Capital, LLC

Greenville, SC

CRD 7959448

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Employer firm

Taverik Capital, LLC CRD 156594

$97.5M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • VIDEO NEWSLETTER UPDATES

From the firm’s Form ADV. Read the guides:

Current Employers
Taverik Capital, Llc

220 N. Main Street Suite 500, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-09-13
  • SC RA
    APPROVED
    Since 2024-09-13

Branch Locations

220 N. Main Street Suite 500, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wcm Global Wealth, Llc Greenville SC 05/2023 Present
Mtm Model & Talent Management Charlotte NC 07/2018 07/2023
Encor Solar, Inc. Greenville SC 05/2021 08/2021
El Jimador Mexican Restaurant Clemson SC 05/2019 04/2021
Clemson University Clemson SC 08/2021 05/2023
Tri-County Technical College Pendleton SC 08/2019 05/2020
York Technical College Rock Hill SC 08/2018 05/2019
Nation Ford High School Fort Mill SC 08/2015 06/2018
  • 05/2023 → Present
    Wcm Global Wealth, Llc
    Greenville, SC
  • 07/2018 → 07/2023
    Mtm Model & Talent Management
    Charlotte, NC
  • 05/2021 → 08/2021
    Encor Solar, Inc.
    Greenville, SC
  • 05/2019 → 04/2021
    El Jimador Mexican Restaurant
    Clemson, SC
  • 08/2021 → 05/2023
    Clemson University
    Clemson, SC
  • 08/2019 → 05/2020
    Tri-County Technical College
    Pendleton, SC
  • 08/2018 → 05/2019
    York Technical College
    Rock Hill, SC
  • 08/2015 → 06/2018
    Nation Ford High School
    Fort Mill, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13

View on SEC IAPD

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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC

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