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Andy Li

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 2025-01-29
  • SC RA
    APPROVED
    Since 2025-01-29

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 Mount Pleasant SC 12/2024 Present
New China Covington GA 01/2020 11/2024
Endurance Planning Group Marietta GA 05/2022 08/2022
Full-Time Education Athens GA 08/2018 08/2023
Full-Time Education Covington GA 12/2014 06/2018
University Of Georgia Athens GA 01/2020 04/2020
University Of Georgia Athens GA 08/2021 12/2021
  • 12/2024 → Present
    Morris Financial Concepts
    Mount Pleasant, SC
  • 01/2020 → 11/2024
    New China
    Covington, GA
  • 05/2022 → 08/2022
    Endurance Planning Group
    Marietta, GA
  • 08/2018 → 08/2023
    Full-Time Education
    Athens, GA
  • 12/2014 → 06/2018
    Full-Time Education
    Covington, GA
  • 01/2020 → 04/2020
    University Of Georgia
    Athens, GA
  • 08/2021 → 12/2021
    University Of Georgia
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-29
  • S65 Uniform Investment Adviser Law Examination
    2025-01-29

View on SEC IAPD

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Other Investors

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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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