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Jacob Jeremiah Moore

Pandowealth. LLC

Wilmington, NC

Peachtree City, GA

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Current Employers
Pandowealth. Llc

Peachtree City, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-08-15
NC RA APPROVED 2025-07-26
  • GA RA
    APPROVED
    Since 2025-08-15
  • NC RA
    APPROVED
    Since 2025-07-26

Branch Locations

Wilmington, NC • United States

Peachtree City, GA • 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
Dimensional Fund Advisors Charlotte NC 08/2019 05/2023
Unc Chapel Hill Chapel Hill NC 08/2015 05/2019
Rvo Health Fort Mill SC 05/2023 05/2025
Pandowealth. Llc Wilmington NC 06/2025 Present
  • 08/2019 → 05/2023
    Dimensional Fund Advisors
    Charlotte, NC
  • 08/2015 → 05/2019
    Unc Chapel Hill
    Chapel Hill, NC
  • 05/2023 → 05/2025
    Rvo Health
    Fort Mill, SC
  • 06/2025 → Present
    Wilmington, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-25
S63 Uniform Securities Agent State Law Examination 2019-12-13
  • S65 Uniform Investment Adviser Law Examination
    2025-07-25
  • S63 Uniform Securities Agent State Law Examination
    2019-12-13

View on SEC IAPD

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