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2411 North Oak Street Ste 407, Myrtle Beach, SC 29577 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-09 |
| NC | RA | APPROVED | 2025-11-04 |
| CA | RA | APPROVED | 2025-10-20 |
| SC | RA | APPROVED | 2025-10-13 |
Branch Locations
2411 North Oak Street Ste 407, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jerry Case Inc / Subway | Murrells Inlet | SC | 05/2001 | Present |
| William Cutler | Myrtle Beach | SC | 01/2019 | Present |
| Gradient Advisors, Llc | Conway | SC | 02/2024 | 11/2025 |
| Envest Advisors, Llc | Myrtle Beach | SC | 10/2025 | Present |
| Envest Advisors, Llc | Myrtle Beach | SC | 02/2023 | Present |
| Envest Financial Llc | Myrtle Beach | SC | 01/2019 | Present |
1. Envest Advisors, LLC, Investment Related; Myrtle Beach, SC ; Investment Advisory; Owner; Investment Advisor Representative; 02/2024; 30 hours a month during trading; Financial Planning 2. Envest Financial; Investment Related; Myrtle Beach, SC ; Insurance; Owner; Agent; 01/2019; 15 hours a month during trading; Insurance Sales 3. Jerry Case INC; Not Investment Related; 2584 US-17 BUS Murrells Inlet SC 29576; Subway Franchises, Co-Owner; Executive; 05/2001; 80 hours a month during trading; Overseeing business activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-10 |
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