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217 West Stone Ave, Greenville, SC 29609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-03-27 |
| UT | RA | APPROVED | 2025-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Paper | Georgetown | SC | 01/2016 | 01/2017 |
| Mitsubishi Chemical Group | Greer | SC | 01/2017 | Present |
| Woodmark Wealth Management, Llc | Greenville | SC | 03/2021 | 10/2022 |
| Oneascent Financial Services, Llc | Greenville | SC | 09/2022 | 04/2023 |
| Fiduciary Organization, Llc. | Greenville | SC | 05/2023 | Present |
| Fiduciary Organization, Llc | Greenville | SC | 03/2023 | Present |
Graham Morris is a Business Analyst at Mitsubishi Chemical Group where he oversees financial reporting. This activity accounts for up to 17 hours per week during trading hours, is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-22 |
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