Adam Eric Ackerman

Employer firm

Wealth Rabbit CRD 330633

$2.62M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (pooled vehicles)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Wealth Rabbit

2685 Celanese Road, Ste 100, Rock Hill, SC 29732 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-08-27
MO	RA	APPROVED	2026-07-29
MT	RA	APPROVED	2026-06-29
OH	RA	APPROVED	2026-06-29
NH	RA	APPROVED	2026-06-05
WY	RA	APPROVED	2026-04-29
ID	RA	APPROVED	2026-04-28
OR	RA	APPROVED	2026-04-27
SC	RA	APPROVED	2024-08-15

IN RA
APPROVED

Since 2026-08-27
MO RA
APPROVED

Since 2026-07-29
MT RA
APPROVED

Since 2026-06-29
OH RA
APPROVED

Since 2026-06-29
NH RA
APPROVED

Since 2026-06-05
WY RA
APPROVED

Since 2026-04-29
ID RA
APPROVED

Since 2026-04-28
OR RA
APPROVED

Since 2026-04-27
SC RA
APPROVED

Since 2024-08-15

Branch Locations

2685 Celanese Road, Ste 100, Rock Hill, SC 29732 • United States

Bna Wealth

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2019-02-22
NC	RA	APPROVED	2016-10-06

SC RA
APPROVED

Since 2019-02-22
NC RA
APPROVED

Since 2016-10-06

Branch Locations

596 Herrons Ferry Road Suite 300, Rock Hill, SC 29730 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	07/2015	10/2016
Consolidated Investment Advisors	Charlotte	NC	10/2016	07/2020
Consolidated Securities	Rock Hill	SC	07/2020	Present

07/2015 → 10/2016

Edward Jones

St Louis, MO
10/2016 → 07/2020

Consolidated Investment Advisors

Charlotte, NC
07/2020 → Present

Consolidated Securities

Rock Hill, SC

Previous Registrations

2015-07-06 → 2016-09-30

Edward Jones

Charlotte, NC

St Louis, MO

Charlotte, NC

Charlotte, NC
2015-04-08 → 2015-07-02

Bna Wealth

Rock Hill, SC

Rock Hill, SC

Other Businesses

BNA Wealth Inc., investment-related; 596 HERRONS FERRY ROAD SUITE 300 ROCK HILL, SC 29730; FINRA Broker-dealer and SEC Investment Adviser Firm; President/CCO/FINOP; 9/2016; approximately 100 hrs/month; 5-6 hrs during trading hours; day to day management and compliance

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2015-07-16
S65	Uniform Investment Adviser Law Examination	2015-04-08

S63 Uniform Securities Agent State Law Examination

2015-07-16
S65 Uniform Investment Adviser Law Examination

2015-04-08

Designations

Certified Financial Planner

Other Names

Adam Eric Ackerman
Adam Ackerman

View on SEC IAPD