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Goepper Burkhardt LLC CRD 127896
$380M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
531 South Main Street Suite 303, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-18 |
| NC | RA | APPROVED | 2025-02-26 |
| SC | RA | APPROVED | 2025-02-26 |
| VA | RA | APPROVED | 2025-02-26 |
Branch Locations
531 South Main Street Suite 303, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Mt. Pleasant | SC | 06/2016 | 10/2017 |
| District 5 Interiors | Charlotte | NC | 12/2016 | 11/2018 |
| Pruco Securities, Llc | Charlotte | NC | 11/2018 | 05/2022 |
| Prudential Financial Planning Services | Matthews | NC | 01/2019 | 05/2022 |
| Sound Wealth Management Llc | Greenville | SC | 05/2022 | 02/2025 |
| Fiduciary Organization, Llc | Greenville | SC | 09/2024 | 01/2025 |
| Goepper Burkhardt Llc | Greenville | SC | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-21 |
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