Inactive

Ann Josey Beckwith

Abacus Planning Group, Inc.

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Current Employers

Abacus Planning Group, Inc.

2500 Devine Street, Columbia, SC 29205-2400 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-10-21
SC	RA	APPROVED	2020-02-05

TX RA
APPROVED

Since 2021-10-21
SC RA
APPROVED

Since 2020-02-05

Branch Locations

2500 Devine Street, Columbia, SC 29205-2400 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Heritage Foundation	Washington	DC	08/2007	02/2017
Abacus Planning Group	Columbia	SC	03/2017	Present

08/2007 → 02/2017

The Heritage Foundation

Washington, DC
03/2017 → Present

Abacus Planning Group

Columbia, SC

Designations

Other Names

Amy Josey Beckwith

View on SEC IAPD

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Other Investors

STEPHANIE YAUN VOKRAL

Kevin Raphael Kelly

BRADLEY K HUMPHRIES

DAVID SAMUEL PALKOVITZ

CHARLES BAYS FLOWERS

SUSAN AMICK MCCANTS

XIMENA ALEXANDRA CHASTAIN

CORINNE SHERIDAN HANNA

Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC

APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC

PARK AVENUE SECURITIES LLC · COLUMBIA, SC

EDWARD JONES · COLUMBIA, SC

CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC

BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC

STATE FARM INVESTMENT MANAGEMENT CORP. · Columbia, SC

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