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460 King Street Ste 200 #1021, Charleston, SC 29403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-15 |
| MA | RA | APPROVED | 2021-08-31 |
| FL | RA | APPROVED | 2010-10-28 |
| WI | RA | APPROVED | 2010-10-07 |
| GA | RA | APPROVED | 2010-07-30 |
| NC | RA | APPROVED | 2010-06-30 |
| SC | RA | APPROVED | 2010-03-09 |
Branch Locations
460 King Street Ste 200 #1021, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palmetto Advisory Group | Kiawah Island | SC | 07/2008 | Present |
| Palmetto Advisory | Kiawah Island | SC | 10/2009 | Present |
| Kerusso Capital Management, Llc | Winston Salem | NC | 10/2022 | Present |
PALMETTO ADVISORY IS A REGISTERED INVESTMENT ADVISORY FIRM REGISTERED WITH THE STATE OF SC. IT IS INVESTMENT RELATED. IT SHARES THE ADDRESS AND MAIN OFFICE OF PALMETTO ADVISORY GROUP. PALMETTO ADVISORY ACTS AS SOLICITORS ON BEHALF OF OTHER REGISTERED INVESTMENT ADVISORY FIRMS. MR. GRAVA IS THE PRESIDENT AND CEO OF PALMETTO ADVISORY. MR. GRAVA WILL DEVOTE APPROXIMATELY 80 HOURS PER MONTH TO THIS BUSINESS, FOUR HOURS A DAY DURING TRADING HOURS, APPROXIMATELY HALF OF MR. GRAVA'S TOTAL WORKING HOURS. MR. GRAVA SOLICITS BUSINESS FOR PALMETTO ADVISORY, SUPERVISES ITS INVESTMENT ADVISORY REPS AND MANAGES ITS DAILY OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-01 |
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