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126 Seven Farms Drive Ste 150, Daniel Island, SC 29492 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-05-22 |
Branch Locations
126 Seven Farms Drive Ste 150, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordon's Of Mandeville | Mandeville | LA | 02/2016 | 05/2017 |
| Brown Eyed Girl Boutique | Mandeville | LA | 06/2017 | 05/2018 |
| New Covenant Presbyterian Weekday School | Mandeville | LA | 06/2018 | 07/2022 |
| Sewanee Data Institute | Sewanee | TN | 06/2021 | 12/2021 |
| Shenanigans | Sewanee | TN | 01/2022 | 04/2022 |
| Lumiere | Sewanee | TN | 03/2023 | 06/2023 |
| Monteagle Sunday School Assembly | Monteagle | TN | 06/2023 | 08/2023 |
| Harbour Wealth Management Group, Inc. | Daniel Island | SC | 10/2023 | Present |
| Sewanee: The University Of The South | Sewanee | TN | 08/2019 | 05/2023 |
| Extended Travel | Edinburgh | 08/2022 | 12/2022 | |
| Waitr | Covington | LA | 05/2019 | 08/2019 |
| M Holdings Securities, Inc | Portland | OR | 11/2023 | Present |
1) Licensed Insurance Agent; Investment-related; 126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492; Insurance Sales; Implementation of Insurance Recommendations; Approx. 5% of time during the month 2) Martha Clark is dually registered with Harbour Wealth Management Group, Inc. ("HWMG") and M Holdings Securities, Inc. ("M Holdings"). Ms. Clark has served as an investment advisor representative for HWMG since 05/2024 and as a registered representative with M Holdings since 03/2024. Business is conducted from 126 Seven Farms Drive, Ste 150, Daniel Island, SC, 29492. Approximately 90% of Ms. Clark's time is for services as an investment advisor representative and the balance as a registered representative. 3. Harbour Wealth Management Group; 126 Seven Farms Dr. Ste 150 Charleston, SC 29492; Investment Advisory Representative (IAR of Hybrid RIA); Investment related; Wealth Advisor; help bring in new business and maintain existing business through investing, financial planning, and operations; 10/16/2023; 160 hr/mo; 130 hr/mo during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-03 |
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