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8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-11 |
| SC | RA | APPROVED | 2025-02-24 |
Branch Locations
124 Verdae Blvd Suite 403, Greenville, SC 29607 • United States
6208 Garners Ferry Road Suite A, Columbia, SC 29209 • United States
8150 N Central Expressway Suite 1255, Dallas, TX 75206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital City Financial Partners | Columbia | SC | 01/2024 | Present |
| Ben Lippen School | Columbia | SC | 01/2014 | 05/2020 |
| Chick-Fil-A | Columbia | SC | 01/2015 | 12/2016 |
| Long's Drugs | Columbia | SC | 01/2019 | 04/2020 |
| Cvs | Columbia | SC | 04/2020 | 08/2020 |
| Capital City Financial Partners | Columbia | SC | 04/2021 | 01/2023 |
| Capital City Financial Partners | Columbia | SC | 01/2023 | 01/2024 |
| Grand Canyon University | Columbia | SC | 08/2020 | 04/2021 |
| Integrated Advisors Network, Llc | Dallas | TX | 02/2025 | Present |
1. Capital City Financial Partners; investment-related; 6208 Garners Ferry Rd, Suite A Columbia, SC 29209; DBA; associate financial advisor; 01/2023; hours and duties in line with advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
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