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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-11 |
Branch Locations
1962 Sam Rittenberg Blvd, Charleston, SC 29615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Mt. Pleasant | SC | 01/2017 | 12/2018 |
| Bankers Life | N.CHarleston | SC | 07/2015 | 01/2017 |
| Top Left Lacrosse | Mt. Pleasant | SC | 07/2015 | 07/2018 |
| The Prudential Insurance Company Of America | Mt. Pleasant | SC | 04/2017 | 12/2018 |
| Td Bank | Mount Pleasant | SC | 12/2018 | 06/2021 |
| Td Private Client Wealth | Greenville | SC | 06/2021 | 07/2024 |
| Td Bank N.A. | Greenville | SC | 06/2021 | 07/2024 |
| Truist Investment Services, Inc | Charleston | SC | 02/2026 | Present |
| Truist Advisory Services, Inc | Charleston | SC | 02/2026 | Present |
| First Citizens | North Charleston | SC | 07/2024 | 01/2026 |
SWEETLAX LOGGERHEADS POSITION: Contractor NATURE: Coaching, Refereeing or Volunteering INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 1651 Oak Leaf, Charleston SC 29492, United States DESCRIPTION: I am a youth lacrosse coach Philip Simmons HS POSITION: Contractor NATURE: Coaching, Volunteering INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2025 ADDRESS: 3080 River Village Dr, Charleston SC 29492, United States DESCRIPTION: I am a High School lacrosse coach
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-30 |
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