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Ernst & Young Investment Advisers LLP CRD 110921
30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Baptist Church Judson | Longview | TX | 05/2015 | 07/2017 |
| C3 Customer/Contact/Channels | Mcgregor | TX | 10/2017 | 06/2020 |
| Lovett & Associates | Waco | TX | 09/2020 | 11/2020 |
| Cetera Advisors | Waco | TX | 09/2020 | 11/2020 |
| Primerica Financial Services | Duluch | GA | 06/2021 | Present |
| Credent Wealth Manager | Woodway | TX | 06/2020 | 07/2020 |
| Tapfin/Ey | Tampa | FL | 10/2021 | Present |
| Premier Staffing Source | Lanham | MD | 03/2021 | 08/2021 |
| Unemployed | Hewitt | TX | 11/2020 | 03/2021 |
I also work with Primerica for my insurance license.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-08 |
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