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Elizabeth Faith Mungo

Dba Big Money Retirement And Big Retirement

Greenville, SC

CRD 8128166

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Employer firm

Dba Big Money Retirement And Big Retirement CRD 318698

$147M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Dba Big Money Retirement And Big Retirement

632 S Main St, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-11
TX RA APPROVED 2025-07-11
  • SC RA
    APPROVED
    Since 2025-07-11
  • TX RA
    APPROVED
    Since 2025-07-11

Branch Locations

632 S Main St, Greenville, SC 29601 • 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
Emily Austin Inc Greenville SC 09/2019 08/2022
Turner & Miss Curated Good Columbia SC 01/2024 05/2025
Big Money Retirement Greenville SC 05/2024 08/2024
Mcintosh Cottage Llc Columbia SC 08/2024 05/2025
University Of South Carolina Columbia SC 08/2021 05/2025
Burgess Investment Group Greenville SC 06/2025 Present
Riverside High School Greer SC 08/2017 08/2021
Middle School Greer SC 06/2015 08/2017
  • 09/2019 → 08/2022
    Emily Austin Inc
    Greenville, SC
  • 01/2024 → 05/2025
    Turner & Miss Curated Good
    Columbia, SC
  • 05/2024 → 08/2024
    Big Money Retirement
    Greenville, SC
  • 08/2024 → 05/2025
    Mcintosh Cottage Llc
    Columbia, SC
  • 08/2021 → 05/2025
    University Of South Carolina
    Columbia, SC
  • 06/2025 → Present
    Burgess Investment Group
    Greenville, SC
  • 08/2017 → 08/2021
    Riverside High School
    Greer, SC
  • 06/2015 → 08/2017
    Middle School
    Greer, SC
Other Businesses

Art Business (Owner) - 10-20 Hours/Month 0 Hours during trading hours Creating and selling original and print artworks

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-02
  • S65 Uniform Investment Adviser Law Examination
    2025-04-02

View on SEC IAPD

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