Best Investors Account Sign in
Inactive

Matthew C Erickson

Convergent Financial Group

Mount Pleasant, SC

Claim This Profile
Current Employers
Convergent Financial Group

3850 Bessemer Road Ste 210, Mount Pleasant, SC 29466 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-09-05
  • SC RA
    APPROVED
    Since 2024-09-05

Branch Locations

3850 Bessemer Road Ste 210, Mount Pleasant, SC 29466 • 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
Medcare Urgent Care Formerly Known As Health First North Charleston SC 06/2012 Present
  • 06/2012 → Present
    Medcare Urgent Care Formerly Known As Health First
    North Charleston, SC
Other Businesses

Real Estate Agent on a very limited basis for Hayden Jennings Properties. This would be considered an investment-related business. The address is 900 Johnnie Dodds Blvd # 104, Mt Pleasant, SC 29464. Licensed in SC in 04/2014. I still hold an active license. I work as an independent contractor for Hayden Jennings Properties. I currently devote less than 1 hour per month to this business. I devote less than 1 hour per month during securities trading hours. I primarily hold my license to buy and sell real estate for myself and my family to save on commissions. I very rarely act as an agent for a third party for the purchase or sale of a primary residence, secondary home, or investment property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-24
  • S65 Uniform Investment Adviser Law Examination
    2024-08-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mount Pleasant, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor