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Mimi Jo Huss

Morris Financial Concepts, Inc.

Mount Pleasant, SC

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Current Employers
Morris Financial Concepts, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2021-06-18
  • SC RA
    APPROVED
    Since 2021-06-18

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, Inc. Mount Pleasant SC 01/2019 Present
Palmetto Veterinary Hospital Mount Pleasant SC 02/2018 01/2019
Church Of The Holy Cross Daniel Island SC 08/2014 02/2018
Church Of The Holy Cross Sullivan's Island SC 08/2014 02/2018
  • 01/2019 → Present
    Morris Financial Concepts, Inc.
    Mount Pleasant, SC
  • 02/2018 → 01/2019
    Palmetto Veterinary Hospital
    Mount Pleasant, SC
  • 08/2014 → 02/2018
    Church Of The Holy Cross
    Daniel Island, SC
  • 08/2014 → 02/2018
    Church Of The Holy Cross
    Sullivan's Island, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-18
  • S65 Uniform Investment Adviser Law Examination
    2021-06-18
Other Names
  • Mimi Jo Siewert
  • Mimi Jo Siewart

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

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