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5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-13 |
Branch Locations
127 Library Hill Ln Suite A, Lexington, SC 29072 • United States
5030 Corporate Exchange Blvd. Se Suite 201, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Lexington | SC | 01/2020 | 07/2024 |
| Lisa Mendenall Cpa | Lexington | SC | 01/2016 | Present |
| Estates & Companies | Columbia | SC | 02/2017 | Present |
| Garner Lane Properties, Llc | Gilbert | SC | 12/2018 | Present |
| Lam Properties, Llc | Gilbert | SC | 03/2015 | Present |
| Lam Properties Ii, Llc | Gilbert | SC | 12/2017 | Present |
| First Citizens Bank | Raleigh | NC | 12/2020 | 04/2021 |
| Wealthspan Investment Management, Llc | Lexington | SC | 08/2024 | Present |
| Brookstone Wealth Advisors | Lexington | SC | 01/2020 | 08/2024 |
LISA MENDENALL CPA; NON INVESTMENT RELATED; 127 LIBRARY HILL LANE, SUITE A, LEXINGTON, SC 29072; TAX PREPARATION SERVICES; TAX PREPARER/CPA; STARTED 01/2016; 30 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE TAX PREPARATION SERVICES. ESTATE & COMPANIES; NON INVESTMENT RELATED; 1401 MAIN STREET, SUITE 650, COLUMBIA, SC 29201; REAL ESTATE; CONTROLLER; STARTED 02/2017; 120 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CONTROLLER FOR REAL ESTATE DEVELOPMENT FIRM. GARNER LANE PROPERTIES, LLC; NON INVESTMENT RELATED; 109 PINTAIL LAKE DRIVE, GILBERT, SC 29054; COMMERCIAL BUILDING RENTAL; OWNER; STARTED 12/2018; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; COMMERCIAL OFFICE CONDO RENTAL PROPERTY. LAM PROPERTIES, LLC; NON INVESTMENT RELATED; 109 PINTAIL LAKE DRIVE, GILBERT, SC 29054; COMMERCIAL BUILDING RENTAL; OWNER; STARTED 03/2015; 5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED; COMMERCIAL OFFICE SPACE RENTAL. LAM PROPERTIES II, LLC; NON INVESTMENT RELATED; 109 PINTAIL LAKE DRIVE, GILBERT, SC 29054; COMMERCIAL BUILDING RENTAL; OWNER; STARTED 12/2017; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED; COMMERCIAL OFFICE CONDO RENTAL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-05 |
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