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10 Gillon Street, Charleston, SC 29401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
| CO | RA | APPROVED | 2026-08-17 |
| DE | RA | APPROVED | 2026-08-17 |
| NH | RA | APPROVED | 2026-08-17 |
| NY | RA | APPROVED | 2026-08-17 |
| SC | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2026-08-17 |
| VA | RA | APPROVED | 2026-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vmg Health | Dallas | TX | 06/2021 | 05/2023 |
| Charles Schwab | Westlake | TX | 05/2020 | 08/2020 |
| Unemployed | Fort Worth | TX | 01/2013 | 05/2020 |
| Unemployed | Fort Worth | TX | 08/2020 | 06/2021 |
| Lincoln International | Dallas | TX | 05/2023 | 04/2024 |
| Churchill Asset Management | New York | NY | 06/2024 | 04/2026 |
| Permcap Investment Office | Charleston | SC | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-25 |
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