E••••••••• P•••

Advisor at C•••••• S••••• • C••• I•••

Mt. Pleasant, SC

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Search this name across graphsid dfx:ria:4b6fb21c-c85e-7ad8-ea38-f895c13822ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: May 27, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••• S••••• • C••• I•••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: May 15, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• S••••• • C••• I•••	National bd RIA	Feb 27, 2023	n/a	yes	Mt. Pleasant, SC	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Dec 22, 2020	Aug 2, 2022	no	MOUNT PLEASANT, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	C•••••• S••••• • C••• I•••	Aug 2, 2022	Feb 27, 2023	209	Firm change	Ibd to ibd
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Nov 24, 2020	Jun 14, 2018

Relationships

Registered with (8)

→ C•••••• S••••• • C••• I•••Registered adviserregistration: current employment
Feb 27, 2023 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Dec 22, 2020 to Aug 2, 2022factForm ADV
→ T• A••••••••• I•••Registered adviserregistration: previous registration
Jun 14, 2018 to Nov 24, 2020factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Aug 2, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b6fb21c-c85e-7ad8-ea38-f895c13822ca
First observed: May 27, 2009
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.