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Mtm Investment Management, LLC CRD 297500
$678M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
812 East Main Street, Spartanburg, SC 29302 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2020-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Spartansburg | SC | 01/1999 | 04/2020 |
| Raymond James Financial Services Advisors, Inc | Spartanburg | SC | 01/2009 | 04/2020 |
| Foster, Towson And Company, Inc. | Spartanburg | SC | 12/2011 | 10/2017 |
| Foster, Towson And Company, Inc. | Spartanburg | SC | 11/2015 | 04/2020 |
| Mtm Investment Management, Llc | Spartanburg | SC | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-07 |
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