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Mount Pleasant, SC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-12 |
| CA | RA | APPROVED | 2018-04-10 |
| SC | RA | APPROVED | 2017-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alcus Financial Group, Llc | Mt. Pleasant | SC | 01/2004 | 02/2017 |
| Wealth Management, Llc | Norfolk | NE | 10/2009 | 07/2017 |
| Visionquest Wealth Management, Llc | Raleigh | NC | 02/2017 | 07/2017 |
| None | Mount Pleasant | SC | 07/2017 | 08/2017 |
| Baker Asset Management, Llc | Mount Pleasant | SC | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-09 |
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