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1081 Johnnie Dodds Blvd. Ste 100, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-04-07 |
| SC | RA | APPROVED | 2014-06-30 |
Branch Locations
1081 Johnnie Dodds Blvd. Ste 100, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc. | Birmingham | AL | 04/2014 | Present |
| 360 Financial Partners, Llc | Mt. Pleasant | SC | 04/2014 | Present |
| 360 Financial Partners, Llc | Mt. Pleasant | SC | 07/2007 | Present |
1) 360 FINANCIAL PARTNERS; LLC; INSURANCE AND INVESTMENT SERVICES; OFFICER; 90% TIME SPENT; 33.33% OWNERSHIP; $150K/YR COMP; INDEFINITE 2) 360 FINANCIAL PARTNERS, LLC. YES, INVESTMENT RELATED; 1081 JOHNNIE DODDS BLVD, STE 100, MT. PLEASANT SC 29464; RIA; INVESTMENT ADVISORY REP; 06/30/2014; 80 HOURS PER MONTH INCLUDING SEC TRADING HOURS; ASSET MANAGEMENT, FINANCIAL PLANNING AND RETIREMENT PLANNING. 3) Oak Tees LLC - 1205 Lighthouse Blvd Charleston, SC 29412 Nature of Business: I have purchased property to offer a location for my kids to live in the future. Investment Related: Yes Business Position: Owner and President Business Duties: Pay property taxes, files taxes, and coordinate with service providers (landscapers, etc) to make sure property is clean and protected. Business Start Date: 03/20/2025 Approximately 6-8 hours per month spent on this OBA, with zero during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-22 |
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