DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CCM INVESTMENT ADVISERS, LLC
COLUMBIA, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CCM INVESTMENT ADVISERS, LLC | Independent wealth | Jul 26, 2024 | n/a | yes | COLUMBIA, SC | Current employment |
| SOUTHSTATE ADVISORY, INC. | Former SEC adviser | Feb 3, 2020 | Aug 6, 2024 | no | COLUMBIA, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 10, 2009 | Jan 13, 2014 | no | CHARLESTON, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOUTHSTATE ADVISORY, INC. | CCM INVESTMENT ADVISERS, LLC | Aug 6, 2024 | Jul 26, 2024 | -11 | Firm change | Other |
| WELLS FARGO ADVISORS | SOUTHSTATE ADVISORY, INC. | Jan 13, 2014 | Feb 3, 2020 | 2,212 | Firm change after gap | Other |