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117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Greenville | SC | 09/2015 | 10/2019 |
| Jehm Wealth & Retirement Strategies | Greenville | SC | 12/2012 | 09/2016 |
| Society Of Financial Awareness | San Diego | CA | 09/2016 | 12/2017 |
| Jehm Wealth & Retirement, Llc | Greenville | SC | 09/2016 | 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) 2) Laurel Lake Homeowners Association; non-investment related; president; State Date: 01/2020 to Present; Dedicates: 2 hours/month; attends and oversees association meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-04 |
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