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863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-09-06 |
Branch Locations
863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telos Capital Partners, Llc | Charleston | SC | 06/2024 | Present |
| Carr, Riggs, & Ingram Llc | Mt Pleasant | SC | 12/2022 | 05/2024 |
| The Lanning Group Llc | Mt Pleasant | SC | 05/2021 | 12/2022 |
| Baldwin & Associates Llc | Mt Pleasant | SC | 06/2014 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-20 |
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