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18 Palmetto Way Suite B, Bluffton, SC 29910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Live Oak Management Group Dba Tidal Creek Capital Advisors | Bluffton | SC | 11/2021 | 02/2022 |
| Saint Gregory The Great Catholic School | Bluffton | SC | 08/2019 | 10/2021 |
| Prospera Financial Group | Columbus | OH | 09/2017 | 06/2019 |
| Saint Agatha Catholic School | Columbus | OH | 11/2016 | 06/2017 |
| Live Oak Management Group Dba Tidal Creek Capital Advisors | Bluffton | SC | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-26 |
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