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Current Employers
Match Grade Advisors

400 Pettigru St, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-05-13
SC RA APPROVED 2021-05-07
  • NC RA
    APPROVED
    Since 2021-05-13
  • SC RA
    APPROVED
    Since 2021-05-07

Branch Locations

400 Pettigru Street, Greenville, SC 29601 • 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
Fortune Financial Services, Inc. Monaca PA 02/2016 03/2025
Prosperity Wealth Management, Inc. San Ramon CA 08/2016 05/2021
Match Grade Advisors Greenville SC 05/2021 Present
Independent Insurance Agent Mount Pleasant SC 09/2003 Present
Double E Financial Mount Pleasant SC 02/2019 Present
Coverage Unlimited Mount Pleasant SC 09/2023 Present
  • 02/2016 → 03/2025
    Fortune Financial Services, Inc.
    Monaca, PA
  • 08/2016 → 05/2021
    Prosperity Wealth Management, Inc.
    San Ramon, CA
  • 05/2021 → Present
    Greenville, SC
  • 09/2003 → Present
    Independent Insurance Agent
    Mount Pleasant, SC
  • 02/2019 → Present
    Double E Financial
    Mount Pleasant, SC
  • 09/2023 → Present
    Coverage Unlimited
    Mount Pleasant, SC
Previous Registrations
  • 2020-01-03 → 2021-05-11
    Mt. Pleasant, SC
    Fort Lauderdale, FL
  • 2016-08-31 → 2019-12-31
    Mt. Pleasant, SC
  • 2006-08-21 → 2016-02-11
    Osaic Fs, Inc.
    Columbia, SC
    Columbia, SC
Other Businesses

1.) INDEPENDENT INSURANCE AGENT - 9/1/2003 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Manager, Sales & Admin, Not Invt Rel, Life & DI insurance, 20 hrs/mo; 0 hrs/mo (during trading hours). 2.) MATCHGRADE - 2/1/2020 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Investment Adviser, Provide investment advice, Invt Rel, RIA business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) DOUBLE E FINANCIAL - 2/19/2019 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - CEO, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 4.) COVERAGE UNLIMITED - 9/1/2023 - 810 Johnnie Dodds Blvd, Mount Pleasant, SC 29464 - Manager, Administration, Not Invt Rel, Life insurance business, 1 hr/mo; 0 hrs/mo (during trading hours). 5.) OWENALEC ENTERPRISES - 7/1/2024 - 810 Johnnie Dodds Blvd., Mount Pleasant, SC 29464 - Office building owner/operator, The entity both owns and manages the property, Not Invt Rel, 10 hrs/mo; 0 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-16
S63 Uniform Securities Agent State Law Examination 2004-09-08
  • S65 Uniform Investment Adviser Law Examination
    2006-05-16
  • S63 Uniform Securities Agent State Law Examination
    2004-09-08
Other Names
  • Eric M Elkins

View on SEC IAPD

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