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863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-09-24 |
Branch Locations
863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| King Street Wealth Management Ltd. Co. | Charleston | SC | 08/2015 | 02/2017 |
| Family Asset Management, Llc | Charleston | SC | 03/2017 | 06/2024 |
| Telos Capital Partners, Llc | Mount Pleasant | SC | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-27 |
| S66 | Uniform Combined State Law Examination | 2008-12-09 |
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