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409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-11-15 |
Branch Locations
409 Coleman Blvd, Ste 100, Mount Pleasant, SC 29464-5318 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morris Financial Concepts | Mount Pleasant | SC | 05/2024 | Present |
| Federal Bureau Of Investigation | Quantico | VA | 12/2017 | 04/2024 |
| Oak Ridge Institute For Science & Education | Quantico | VA | 02/2016 | 12/2017 |
The name of the other business is self-employment. The business is not investment-related. The position/title that is held is Landlord. The address of the business is 1252 Allusion Ln, Mount Pleasant, SC 29466. The nature of the business is residential real estate. The start date is 04/2024. The approximate number of hours/months that is devoted to the business is 10 hours/month. The number of hours that is devoted to the business during securities trading hours is 0. The duties relating to the business is property management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
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