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Inactive

Francesca Louise Passen

Hobbs Group Advisors LLC

Greenville, SC

Columbia, SC

CRD 7059384

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Employer firm

Hobbs Group Advisors LLC CRD 157274

$584M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • CONSULTING

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

Current Employers
Hobbs Group Advisors Llc

1727 Laurel Street, Columbia, SC 29201 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-12-11
  • SC RA
    APPROVED
    Since 2024-12-11

Branch Locations

125 West Stone Avenue, Greenville, SC 29609 • United States

1727 Laurel Street, Columbia, SC 29201 • 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
OrganizationCityStateFromTo
University Of South Carolina Columbia SC 08/2018 05/2021
Bubbles Juice & Tea Company Columbus OH 12/2017 08/2019
The Main Course Columbia SC 08/2019 11/2019
Bare Minerals Columbia SC 12/2019 01/2020
Everhart Advisors Dublin OH 12/2018 08/2019
Hobbs Group Advisors Columbia SC 03/2020 08/2021
Bishop Watterson High School Columbus OH 08/2014 05/2018
Hobbs Group Advisors Columbia SC 09/2021 Present
  • 08/2018 → 05/2021
    University Of South Carolina
    Columbia, SC
  • 12/2017 → 08/2019
    Bubbles Juice & Tea Company
    Columbus, OH
  • 08/2019 → 11/2019
    The Main Course
    Columbia, SC
  • 12/2019 → 01/2020
    Bare Minerals
    Columbia, SC
  • 12/2018 → 08/2019
    Everhart Advisors
    Dublin, OH
  • 03/2020 → 08/2021
    Hobbs Group Advisors
    Columbia, SC
  • 08/2014 → 05/2018
    Bishop Watterson High School
    Columbus, OH
  • 09/2021 → Present
    Hobbs Group Advisors
    Columbia, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-23
  • S65 Uniform Investment Adviser Law Examination
    2021-08-23
Other Names
  • Francesca Passen

View on SEC IAPD

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