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Bailey Osborne Davis

Abacus Planning Group, Inc.

Columbia, SC

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Current Employers
Abacus Planning Group, Inc.

2500 Devine Street, Columbia, SC 29205-2400 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-06
SC RA APPROVED 2022-06-10
  • TX RA
    APPROVED_RES
    Since 2024-11-06
  • SC RA
    APPROVED
    Since 2022-06-10

Branch Locations

2500 Devine Street, Columbia, SC 29205-2400 • 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
University Of South Carolina - Columbia Columbia SC 08/2016 06/2020
Abacus Planning Group Columbia SC 06/2015 05/2020
Abacus Planning Group Columbia SC 05/2020 Present
  • 08/2016 → 06/2020
    University Of South Carolina - Columbia
    Columbia, SC
  • 06/2015 → 05/2020
    Abacus Planning Group
    Columbia, SC
  • 05/2020 → Present
    Abacus Planning Group
    Columbia, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10

View on SEC IAPD

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DAVID SAMUEL PALKOVITZ
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CORINNE SHERIDAN HANNA

Other Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBIA, SC
PARK AVENUE SECURITIES LLC · COLUMBIA, SC
EDWARD JONES · COLUMBIA, SC
CAPITAL CONSULTING GROUP, INC · COLUMBIA, SC
BEERS KIGHT FINANCIAL ADVISORS, LLC · COLUMBIA, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbia, SC

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