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300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-09-06 |
Branch Locations
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert Bosch Llc | North Charleston | SC | 08/2023 | 02/2024 |
| Unemployed | Summerville | SC | 04/2023 | 08/2023 |
| Armed Forces | Norfolk | VA | 04/2017 | 04/2023 |
| Unemployed | Rockford | IL | 10/2016 | 04/2017 |
| Osf Saint Anthony Medical Center | Rockford | IL | 01/2015 | 10/2016 |
| Student | Charleston | SC | 08/2023 | 05/2026 |
| Jonathan Cummins | Summerville | SC | 02/2024 | 01/2025 |
| Northwestern Mutual Investment Services Llc | Summerville | SC | 03/2024 | 01/2025 |
| Uber Eats | Summerville | SC | 08/2022 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2024 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2024 | 01/2025 |
| Caroline Hardee | Summerville | SC | 10/2024 | 01/2025 |
| Beth Bohara | Summerville | SC | 10/2024 | 01/2025 |
| Joseph Jeffers | Summerville | SC | 10/2024 | 01/2025 |
| Lpl Financial Llc | Charleston | SC | 08/2025 | 06/2026 |
| Headland Capital Group | Mount Pleasant | SC | 08/2025 | Present |
(1.) Uber; Not Investment Related; 3245 Glenn McConnell Pkwy APT 621; Corporation; Outside/W-2 Employment; Delivery Driver; Start date: 8/01/2022; 5 hours devoted monthly; 0 hours devoted during trading hours; Drive people to their desired destination (2.) Coastal Wealth Management; Investment Related; At reported business location(s); DBA for Headland Capital; Financial Strategist; Start date: 08/06/2025; 128 hours devoted monthly; 120 hours devoted monthly during trading hours; Assist in creation of financial plans. (3.) Cinder & Slate, LLC; Not Investment Related; 2015 Robin Wood Blvd, Moncks Corner, SC, 29461; Photography and Videography Services; LLC; Member (49%); Start Date: 5/3/2026; 24 hours devoted monthly; 0 hours devoted monthly during trading hours; Business operations and development; videography services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-25 |
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