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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 | 2025-01-01 |
| LA | RA | APPROVED | 2015-11-23 |
| TX | RA | APPROVED | 2003-12-17 |
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, Inc. | Mount Pleasant | SC | 01/2001 | Present |
| Morris Financial Concepts | Mount Pleasant | SC | 03/1990 | Present |
1) Morris Tax Planning, LLC; Not directly investment-related, but provides tax-related services for some advisory clients; 409 Coleman Blvd Ste 101; Tax preparation and bookkeeping; President; Since 2012; Approximately 500 hrs, full-time, on a yearly basis from 3/1 - 4/15; Provides tax preparation and bookkeeping services for clients, including some Morris Financial Concepts, Inc. clients. 2) TCP Hannahan; Not investment-related; 409 Coleman Blvd; Real Estate Rental & Development, LLC; Sole owner; Since 2022; Approximately 10 hrs/wk, primarily during securities trading hrs; Oversees tenants, bookkeeping, and developing the property.
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