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117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-27 |
| FL | RA | APPROVED | 2020-06-22 |
| SC | RA | APPROVED | 2019-08-09 |
Branch Locations
117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Greenville | SC | 01/2016 | 03/2017 |
| Jehm Wealth & Retirement Strategies | Simpsonville | SC | 12/2012 | 09/2016 |
| Change Path, Llc | Leawood | KS | 03/2017 | 04/2017 |
| Retirement Wealth Advisors | Simpsonville | SC | 04/2017 | 10/2019 |
| Society Of Financial Awareness | San Diego | CA | 09/2016 | 12/2017 |
| Jehm Wealth & Retirement, Llc | Simpsonville | SC | 09/2015 | Present |
1) Insurance Agent; Investment Related; 117 Woodruff Place Circle, Ste. A Simpsonville, SC 29681.Fixed Insurance Products, Hours Dedicated: 40/week (40/week during trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-19 |
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