DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC
WADMALAW ISLAND, 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 |
|---|---|---|---|---|---|---|
| CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | Institutional manager | Jul 10, 2014 | n/a | yes | WADMALAW ISLAND, SC | Current employment |
| Presidium | Former SEC adviser | Feb 21, 2013 | Jul 14, 2014 | no | CHARLESTON, SC|CHARLOTTE, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| Presidium | CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC | Jul 14, 2014 | Jul 10, 2014 | -4 | Firm change | Other |