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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-04 |
Branch Locations
710 Johnnie Dodds Blvd Suite 202, Mt. Pleasant, SC 29464 • United States
6208 Garners Ferry Rd Suite A, Columbia, SC 29209 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 09/2016 | 11/2018 |
| South Carolina House Of Representatives | Columbia | SC | 01/2014 | 09/2016 |
| Ubs Financial Services Inc. | Charlotte | NC | 04/2019 | 06/2019 |
| Unemployed | Charlotte | NC | 12/2018 | 04/2019 |
| Integrated Advisors Network, Llc | Palos Verdes Estates | CA | 09/2019 | 07/2024 |
| Capital City Financial Partners | Columbia | SC | 09/2019 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbia | SC | 07/2024 | 02/2025 |
| Unemployed | Columbia | SC | 06/2019 | 09/2019 |
| Bank Of America, N.A. | Columbia | SC | 09/2024 | 02/2025 |
| Integrated Advisors Network | Dallas | TX | 03/2025 | Present |
| Capital City Financial Partners | Columbia | SC | 03/2025 | Present |
Capital City Financial Partners; investment-related; 6208 Garners Ferry Rd., Suite A, Columbia, SC 29209; dba; senior business development manager; 03/2025; business hours and duties consistent with advisory practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-06-04 |
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