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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-26 |
Branch Locations
177 Meeting Street, Suite 410, Charleston, SC 29401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Blueprint, Llc | Atlanta | GA | 07/2024 | Present |
| Bee Street Advisory Group | Charleston | SC | 05/2024 | Present |
| Northwestern Mutual | Summerville | SC | 01/2024 | 05/2024 |
| Bridgeway Academy, Edovate, Inc. | Catasauqua | PA | 08/2021 | 01/2024 |
| Charleston County School District | Charleston | SC | 01/2020 | 08/2021 |
| Wake County School District | Raleigh | NC | 08/2017 | 01/2020 |
| School District Of Philadelphia | Philadelphia | PA | 10/2005 | 08/2017 |
1. Name: Insurance Producer Position: Owner/Sole Proprietor Nature: Sale of Health and Life Insurance Investment Related: Yes Hours: 40 Securities Trading Hours: 40 Start Date: 01/01/2025 Address: 177 Meeting St, Suite 410, Charleston, South Carolina 29401 Description: Evaluate and place insurance based products as needed by clients such as medicare supplementary Insurance and term
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-19 |
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