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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-10-01 |
Branch Locations
123 Marina Dr, St., St. Simons Island, GA 31522 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | St. Simons Island | GA | 06/2010 | 11/2018 |
| Independent Financial Partners | St. Simons Island | GA | 06/2010 | 11/2018 |
| Eudaimonia Partners, Llc | St. Simons Island | GA | 11/2018 | 07/2022 |
| Imprint Wealth Llc | Mount Pleasant | SC | 07/2022 | 05/2024 |
| Concurrent Investment Advisors, Llc | St. Simons Island | GA | 05/2024 | Present |
| Canopy Asset Mgt. | St. Simons Island | GA | 06/2010 | Present |
Secretary, Ocean Lodge # 214, F & A M; President, Waverly Home Owner's Assoc; Co-Trsutee under the will of Jacquelyn P. Willingham for the benefit of Christopher Victior, and Co-Trustee under the will of Jacquelyn P. Willingham for the benefit of Stephen Adamson Victior; Canopy Asset Management, 6/2010, Founding Partner, Hrs/Mon - 1, Business Related - Yes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-19 |
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