Best Investors Account Sign in
Inactive

Nathan Edward White

Morris Financial Concepts, Inc.

Mount Pleasant, SC

Claim This Profile
Current Employers
Morris Financial Concepts, Inc.

409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-02-11
  • SC RA
    APPROVED
    Since 2026-02-11

Branch Locations

409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318 • 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
OrganizationCityStateFromTo
Morris Financial Concepts Mount Pleasant SC 01/2026 Present
Falconbridge Property Services Charleston SC 12/2024 12/2025
Down To Earth Landscaping Charleston SC 07/2024 12/2024
Wildes Financial Strategies Mount Pleasant SC 04/2024 07/2024
Coastal Financial Planning Group Charleston SC 08/2019 04/2024
Down To Earth Landscaping Charleston SC 03/2019 08/2019
Modern Woodmen Of America Charleston SC 02/2018 03/2019
Riverside Landscape Services Charleston SC 01/2015 02/2018
  • 01/2026 → Present
    Morris Financial Concepts
    Mount Pleasant, SC
  • 12/2024 → 12/2025
    Falconbridge Property Services
    Charleston, SC
  • 07/2024 → 12/2024
    Down To Earth Landscaping
    Charleston, SC
  • 04/2024 → 07/2024
    Wildes Financial Strategies
    Mount Pleasant, SC
  • 08/2019 → 04/2024
    Coastal Financial Planning Group
    Charleston, SC
  • 03/2019 → 08/2019
    Down To Earth Landscaping
    Charleston, SC
  • 02/2018 → 03/2019
    Modern Woodmen Of America
    Charleston, SC
  • 01/2015 → 02/2018
    Riverside Landscape Services
    Charleston, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-30
  • S65 Uniform Investment Adviser Law Examination
    2019-07-30
Designations
Other Names
  • Nathan White

View on SEC IAPD

Other Firms

APOLLON WEALTH MANAGEMENT, LLC
APOLLON FINANCIAL, LLC
JANNEY MONTGOMERY SCOTT LLC
SAOS CAPITAL, LLC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER
OWEN HAYES MALCOLM
CHRISTOPHER MICHAEL BURKE
PAUL FRANCIS SPIZZUOCO
BRIAN JAMES WILEY
ROBERT HY GORMAN

Other Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC

More in Mount Pleasant, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor