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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 | 2025-09-08 |
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 | 09/2025 | Present |
| Be Worthy Bookkeeping, Inc. | Brooklyn | NY | 01/2018 | Present |
| Dannae C Enright | Brooklyn | NY | 04/2010 | 01/2018 |
Be Worthy Bookkeeping, Inc.; Not Investment-Related; 137 Montague Street, Suite#137, Brooklyn, NY; Bookkeeping; President; 01/2018; 5 hours/month; 0 hours devoted during securities trading hours; Duties consist of bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-25 |
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