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29 Plantation Park Drive Suite 804, Bluffton, SC 29910 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-06 |
Branch Locations
29 Plantation Park Drive Suite 804, Bluffton, SC 29910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Fund Management, Llc | Bluffton | SC | 06/2013 | 11/2018 |
| Van Grouw Advisors, Llc | Bluffton | SC | 11/2020 | Present |
| Woernle Wealth Management, Llc | Okatie | SC | 05/2013 | Present |
WOERNLE WEALTH MANAGEMENT, LLC; NOT-INVESTMENT RELATED; OKATIE, SC; INSURANCE SALES; OWNER/INSURANCE AGENT; START DATE 05/2013; APPROX 130 HR/MONTH, 100 HRS/MONTH DURING SECURITIES TRADING; INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-11 |
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