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135 Laurens Street Sw Suite 200, Aiken, SC 29801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-19 |
Branch Locations
135 Laurens Street Sw Suite 200, Aiken, SC 29801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Planning Llc | Aiken | SC | 01/2024 | Present |
| The Smith Group | Aiken | SC | 12/2019 | Present |
| Tedford Cpa | Augusta | GA | 02/2019 | 10/2019 |
| Weichert Realtors - Pendarvis Company | Edgefield | SC | 05/2018 | 01/2019 |
| Liberty Tax Service | Augusta | GA | 01/2010 | 04/2018 |
Name of outside business: The Smith Group; Is the business investment related: No; Location of the business: 135 Laurens Street SW Suite 200 Aiken SC 29801 United States; Position Title: Tax Manager; Responsibilities Duties: Tax preparation and planning; Start date with business: 2019-12-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 5; Name of outside business: The Smith Group; Is the business investment related: Yes; Location of the business: 135 Laurens Street SW Suite 200 Aiken SC 29801 United States; Description of the business: William Kemp is a licensed insurance agent ; Position Title: Insurance Agent; Responsibilities Duties: William Kemp is an independent licensed insurance agent; Start date with business: 2020-07-20; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
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