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RIA / WealthAdvisorCertified Financial Planner26 years in industry

MARY LAIRD WHITMIRE GREEN

Advisor at ABACUS PLANNING GROUP, INC.

Greenville, SC | COLUMBIA, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1cde840c-d6c7-77ac-01ca-52c467daacc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: May 23, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Mary Laird Whitmire Green

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ABACUS PLANNING GROUP, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: May 23, 2000
Dual registered: no
Other names: MARY LAIRD WHITMIRE|M. LAIRD WHITMIRE|M. LAIRD GREEN|M. LAIRD WHITMIRE GREEN|MARY LAIRD WHITMIRE
IAPD individual key: 4956484

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ABACUS PLANNING GROUP, INC.	Independent wealth	Jul 15, 2016	n/a	yes	Greenville, SC\|COLUMBIA, SC	Current employment
BECKWITH FINANCIAL ADVISORS, INC.	Former SEC adviser	May 23, 2000	Oct 17, 2016	no	GREENVILLE, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BECKWITH FINANCIAL ADVISORS, INC.	ABACUS PLANNING GROUP, INC.	Oct 17, 2016	Jul 15, 2016	-94	Firm change after gap	Other

Relationships

Registered with (2)

→ ABACUS PLANNING GROUP, INC.Registered adviserregistration: current employment
Jul 15, 2016 to presentfactForm ADV
→ BECKWITH FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
May 23, 2000 to Oct 17, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1cde840c-d6c7-77ac-01ca-52c467daacc0
First observed: May 23, 2000
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MARY LAIRD WHITMIRE GREEN

Advisor at ABACUS PLANNING GROUP, INC.

Greenville, SC | COLUMBIA, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1cde840c-d6c7-77ac-01ca-52c467daacc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:45 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ABACUS PLANNING GROUP, INC.

Independent wealth

Jul 15, 2016

n/a

yes

Greenville, SC|COLUMBIA, SC

Current employment

BECKWITH FINANCIAL ADVISORS, INC.

Former SEC adviser

May 23, 2000

Oct 17, 2016

GREENVILLE, SC

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BECKWITH FINANCIAL ADVISORS, INC.

ABACUS PLANNING GROUP, INC.

Oct 17, 2016

Jul 15, 2016

-94

Firm change after gap

Other