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Jessica Phelps Keith

The Cavanaugh Group Inc

Hilton Head, SC

CRD 2420995

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Employer firm

The Cavanaugh Group Inc CRD 105931

$486M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
The Cavanaugh Group Inc

6 Little Rabbit Lane, Kiawah Island, SC 29455 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 1996-01-01
  • MD RA
    APPROVED
    Since 1996-01-01

Branch Locations

Hilton Head, SC • 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
The Cavanaugh Group, Inc. Hilton Head SC 10/1995 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-02
  • S65 Uniform Investment Adviser Law Examination
    1995-11-02
Other Names
  • Jessica Elizabeth Wagner
  • Jessica Elizabeth Phelps

View on SEC IAPD

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