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Stephen Barton Valley

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 2020-02-13
  • SC RA
    APPROVED
    Since 2020-02-13

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, Inc. Mount Pleasant SC 01/2020 Present
Comprehensive Counseling Services Roanoke VA 06/2016 12/2019
Previous Registrations
Designations
Other Names
  • Bart Valley

View on SEC IAPD

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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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