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Advisor at PALMETTO ADVISORY
CHARLESTON, 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 |
|---|---|---|---|---|---|---|
| PALMETTO ADVISORY | State registered | Mar 9, 2010 | n/a | yes | CHARLESTON, SC | Current employment |
| KERUSSO CAPITAL MANAGEMENT, LLC | Institutional manager | Oct 27, 2022 | Dec 31, 2025 | no | WINSTON-SALEM, NC|Kiawah Island, SC | Previous registration |
| TANDEM INVESTMENT ADVISORS INC | Independent wealth | Apr 29, 2009 | Nov 25, 2009 | no | CHARLESTON, SC | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 16, 2003 | Nov 17, 2005 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KERUSSO CAPITAL MANAGEMENT, LLC | n/a | Dec 31, 2025 | n/a | n/a | Departure no registered destination | Departure |
| TANDEM INVESTMENT ADVISORS INC | PALMETTO ADVISORY | Nov 25, 2009 | Mar 9, 2010 | 104 | Firm change | Other |
| UBS FINANCIAL SERVICES INC. | TANDEM INVESTMENT ADVISORS INC | Nov 17, 2005 | Apr 29, 2009 | 1,259 | Firm change after gap | Other |