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145 King Street Suite 400, Charleston, SC 29401-2229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-07-12 |
Branch Locations
145 King Street Suite 400, Charleston, SC 29401-2229 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 06/2018 | 06/2022 |
| College Of Charleston | Charleston | SC | 08/2016 | 05/2018 |
| College Of Charleston | Charleston | SC | 01/2017 | 05/2018 |
| Lakeview Capital Partners | Atlanta | GA | 05/2017 | 08/2017 |
| College Of Charleston | Charleston | SC | 08/2014 | 05/2018 |
| Tandem Investment Advisors, Inc | Charleston | SC | 06/2022 | 03/2024 |
| Tandem Investment Advisors, Inc. | Charleston | SC | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-30 |
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