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510 Lexington Avenue Suite 101, Chapin, SC 29036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-22 |
Branch Locations
510 Lexington Avenue Suite 101, Chapin, SC 29036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keen Capital, Ltd. | Chapin | SC | 05/2025 | Present |
| Wealth Enhancement Group | Charlotte | NC | 05/2024 | 08/2024 |
| Trinitypoint Wealth, Llc | Charlotte | NC | 05/2023 | 08/2023 |
| Winthrop University | Rock Hill | SC | 01/2022 | 05/2025 |
| Grand Canyon University | Phoenix | AZ | 10/2021 | 01/2022 |
| Pal Consulting | Phoenix | AZ | 09/2020 | 09/2021 |
| State Farm Mutual Automobile Insurance Co. | Glendale | AZ | 05/2020 | 09/2020 |
| United States Air Force | Luke Afb | AZ | 04/2016 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-24 |
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