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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_RES | 2017-01-26 |
| 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 |
|---|---|---|---|---|
| 360 Financial Partners, Llc | Mt. Pleasant | SC | 08/2006 | Present |
| Stonex Securities Inc | Mt Pleasant | SC | 04/2014 | Present |
| 360 Financial Partners, Llc | Mt Pleasant | SC | 04/2014 | Present |
1. 360 Financial Partners, LLC 1081 Johnnie Dodds Blvd, Suite 100 Mount Pleasant, SC 29464 Nature of Business: 360 Financial Partners is a Registered Investment Adviser, and we also sell some insurances through 360 FP. Investment Related: Yes Business Position: Partner and Investment Advisor Representative Business Duties: Insurance sales Asset Management Financial Planning Consulting Business Start Date: 07/01/2006 Approximately 160 hours spent on this OBA monthly, with 6.5 during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-28 |
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