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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2018-07-06 |
Branch Locations
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
6208 Garners Ferry Road, Suite A, Columbia, SC 29209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apexgraphix | Columbia | SC | 09/2014 | 01/2018 |
| Great Lakes & Atlantic Wealth Management | Charlotte | NC | 01/2018 | 07/2018 |
| Integrated Advisors Network, Llc | Dallas | TX | 07/2018 | Present |
| Capital City Financial Partners | Columbia | SC | 07/2018 | Present |
1. Capital City Financial Partners, Investment related, 6208 Garners Ferry Rd., Suite A, Columbia, SC 29209; DBA; Partner, 7/2018,hours and duties in line with advisory business. 2. Beulah Baptist Church; not-investment related; 9487 Garners Ferry Rd, Hopkins, SC, 2906; non-profit organization; Treasurer; 12/01/2024; 2 hours/month outside of business hours; Run monthly reports (statement of activities and cashflow), advise on expenses, deposit cash donations at bank, cut checks to vendors and employees (payroll oversight), manage cash holdings (WHICH DOES NOT INCLUDE INVESTMENTS- an example would be moving rainy day funds from one bank to another in pursuit of yield), etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-30 |
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