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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-09 |
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 | 05/2025 | Present |
| Ivy Asset Group | Charleston | SC | 10/2023 | 06/2024 |
| Alpha Omega Wealth Mangement | Richmond | VA | 07/2024 | 08/2024 |
| Bee Street Advisory Group | Charleston | SC | 10/2024 | 12/2024 |
| Tidal Wave Water Sports | Charleston | SC | 06/2021 | 09/2023 |
| College Of Charleston | Charleston | SC | 09/2022 | 12/2024 |
| St. Christopher's High School | Richmond | VA | 08/2016 | 06/2020 |
| Bee Street Advisory Group | Charleston | GA | 02/2025 | 05/2025 |
| Unemployed | Richmond | VA | 06/2020 | 06/2021 |
| Bee Street Advisory Group | Charleston | SC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-09 |
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