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Hillsborough, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2006-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wanderwealth Inc. | Hillsborough | NC | 07/2006 | Present |
Traveltirement LLC is an education and media business. This is an online business that focuses on buying property, long term travel, and planning retirement to Italy or France. While the business may educate and consult on financial planning topics like Social Security, budgeting, estate planning, cash flow, and overall asset allocation, no advice is given with regard to securities. For that a person would need to become a client of WanderWealth Inc., a Registered Investment Adviser registered in NC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-05 |
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