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Worthwhile Wealth Council CRD 126918
$74.2M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
508 Princeton Rd Suite 301, Johnson City, TN 37601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-01 |
| NC | RA | APPROVED | 2020-12-02 |
| AZ | RA | APPROVED | 2014-06-02 |
| VA | RA | APPROVED | 2011-05-24 |
Branch Locations
508 Princeton Rd Suite 301, Johnson City, TN 37601 • United States
2030 W State Rte 89A Suite B2-B, Sedona, AZ 86336 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthwise Inc | Johnson City | TN | 09/2002 | Present |
| 508 Princeton Road | Johnson City | TN | 06/2022 | Present |
508 PRINCETON ROAD investment-related 508 Princeton Road, Suite 301, Johnson City, TN 37601 real estate rental Co-Owner 06/2022 1 hour per month 0 hours during trading Pay expenses
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-19 |
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