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3850 Bessemer Road Ste 210, Mount Pleasant, SC 29466 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-10-17 |
Branch Locations
3850 Bessemer Road Ste 210, Mount Pleasant, SC 29466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E & R Wealth Management, Llc | Mount Pleasant | SC | 04/2014 | Present |
JEREMY IS LICENSED TO SELL INSURANCE IN SOUTH CAROLINA. AS SUCH, HE MAY RECEIVE COMPENSATION BASED ON INSURANCE SALES. SUCH COMPENSATION IS DISCLOSED TO THE CLIENT IN ADVANCE. HE SPENDS APPROXIMATELY 10% OF HIS TIME ON THIS OTHER ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-23 |
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