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2072 Willbrook Lane, Mount Pleasant, SC 29466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
2072 Willbrook Lane, Mount Pleasant, SC 29466 • United States
1415 Vantage Park Dr Ste 250, Charlotte, NC 28203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winthrop University | Rock Hill | SC | 08/2014 | 05/2017 |
| Lincoln Financial Advisors, Inc | Chicago | IL | 05/2017 | 08/2018 |
| Cambridge Investment Research Inc. | Fairfield | IA | 11/2018 | 04/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | 04/2020 |
| The Vanguard Group, Inc. | Charlotte | NC | 08/2020 | 03/2025 |
| Unemployed | Charleston | SC | 05/2020 | 07/2020 |
| Winthrop University | Rock Hill | SC | 08/2013 | 05/2017 |
| Consolidated Planning Holdings | Charlotte | NC | 05/2025 | 07/2026 |
| Guardian Life Insurance Company | Charlotte | NC | 07/2025 | 07/2026 |
| Park Avenue Securities | Charlotte | NC | 07/2025 | 07/2026 |
| Gunderson Capital Management Llc | Mount Plesant | SC | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-06 |
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