Best Investors Account Sign in
Claim This Profile
Current Employers
Telos Capital Partners

863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-09-06
  • SC RA
    APPROVED
    Since 2024-09-06

Branch Locations

863 Coleman Blvd. Suite B, Mount Pleasant, SC 29464 • 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
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
  • 06/2024 → Present
    Telos Capital Partners, Llc
    Charleston, SC
  • 12/2022 → 05/2024
    Carr, Riggs, & Ingram Llc
    Mt Pleasant, SC
  • 05/2021 → 12/2022
    The Lanning Group Llc
    Mt Pleasant, SC
  • 06/2014 → 05/2021
    Baldwin & Associates Llc
    Mt Pleasant, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-20
  • S65 Uniform Investment Adviser Law Examination
    2024-06-20

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mount Pleasant, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor