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Ellison Dewitte Pennewill

Southeastern Financial Planning, LLC

Pensacola, FL

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Current Employers
Southeastern Financial Planning, Llc

3 West Garden St Suite 340, Pensacola, FL 32502 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-23
  • FL RA
    APPROVED
    Since 2024-12-23

Branch Locations

3 West Garden St Suite 340, Pensacola, FL 32502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peninsula Grill Associates Charleston SC 08/2013 03/2020
Southeastern Financial Planning, Llc Pensacola FL 04/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-21
S63 Uniform Securities Agent State Law Examination 2000-07-20
  • S65 Uniform Investment Adviser Law Examination
    2013-11-21
  • S63 Uniform Securities Agent State Law Examination
    2000-07-20

View on SEC IAPD

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