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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-27 |
| OH | RA | APPROVED | 2026-05-14 |
| ME | RA | APPROVED | 2026-05-05 |
| MA | RA | APPROVED | 2026-04-02 |
| CO | RA | APPROVED | 2026-03-26 |
| CT | RA | APPROVED | 2026-02-26 |
| CA | RA | APPROVED | 2026-02-18 |
| IL | RA | APPROVED | 2026-01-21 |
| AZ | RA | APPROVED | 2026-01-14 |
| VA | RA | APPROVED | 2025-11-06 |
| NC | RA | APPROVED | 2025-10-10 |
| PA | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-09-29 |
| FL | RA | APPROVED | 2025-09-25 |
| OK | RA | APPROVED | 2025-09-16 |
| GA | RA | APPROVED | 2025-04-04 |
| KS | RA | APPROVED | 2025-04-03 |
| SC | RA | APPROVED | 2025-01-23 |
Branch Locations
1036 Lansing Drive Suite 200, Mt Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charleston County School District | Charleston | SC | 07/2016 | 06/2024 |
| Consolidated Planning Holdings, Inc | Charleston | SC | 07/2024 | 01/2025 |
| Guardian Life Insurance Company | Charleston | SC | 01/2025 | Present |
| Park Avenue Securities | Charleston | SC | 01/2025 | Present |
1) Author/Publisher of The Basketball Coach's Notebook - sold on Amazon through Kindle Direct Publishing, Devoted Prayer Journal, Start: 8/15/2021, Address: 1130 Village Creek Lane, Apt. 4, Mount Pleasant, SC 29464, 0 total hours per month, Not investment related Less than 10% total annual income, 2) Math Tutor, independent contractor, tutor students between the age of 14-18 in high school math courses, Start: 8/26/2024, Address: 1130 Village Creek Lane, Apt. 4, Mount Pleasant, SC 29464, 8 total hours/month; 0 hours during trading, Not investment-related, Less than 10% of total annual income. 3) Becoming Unforgettable -member, Nature of Business: Writing Community, Start date: 03/01/2026, Address: 1130 Village Creek Lane Apt 4 Mount Pleasant SC 29464, Duties: Writing community to learn how to write for marketing and LinkedIn, 2 total hours per month; 1 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
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