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361 Route 202, Somers, NY 10589 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-06-14 |
| TX | RA | APPROVED_RES | 2023-06-14 |
Branch Locations
2 West Washington Street Suite 200, Greenville, SC 29601 • United States
361 Route 202, Somers, NY 10589 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandlapper Securities, Llc | Greenville | SC | 06/2014 | 05/2019 |
| Sandlapper Wealth Management, Llc | Greenville | SC | 01/2015 | 12/2020 |
| Cabot Lodge Securities Llc | New York | NY | 05/2019 | 12/2021 |
| Premium 72 Capital | Houston | TX | 01/2021 | 06/2023 |
| Innovative Private Wealth Management Inc. | Greenville | SC | 06/2023 | Present |
| Dempsey Lord Smith, Llc | Greenville | SC | 06/2022 | 04/2023 |
| Innovative Family Office Llc | Greenville | SC | 04/2024 | Present |
1) MARK REINSTEIN, INVESTMENT RELATED, LIFE, DISABILITY, FIXED INSURANCE, GREENVILLE, SC, AGENT, 8/2011. 5 HOURS PER MONTH, 1 HOUR DURING TRADING HOURS, WRITE AND ADVISE ON INSURANCE POLICIES. 2) INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.; Investment Related; Katonah, NY; RIA; Investment Adviser Representative, Start Date: 06/2023, 160 hours per month, 160 hours during trading hours, financial advisor. 3) Steamenstein LLC, not investment related, Simpsonville, SC, Sandwich Shop, no title, 5/2021, 5 hours per month, zero hours during trading hours, his wife and son are opening a sandwich shop. 4) BSGPAD, Non Investment Related, Somers NY, Consulting Services Company, Part-Time Consultant. Less than 10 hours per month. 5) Broadstreet Family Office LLC; Investment Related; Somers, NY; RIA; Investment Adviser Representative, Start Date: 04/2024, 16 hours per month, 16 hours during trading hours, financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-30 |
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