RETIREMENT EDUCATIONAL SERVICES, LLC.
Legal name: RETIREMENT EDUCATIONAL SERVICES, LLC
CRD #139357 SEC #801-66634 GREENVILLE, NC 252-439-1888
SEC Registered
Total AUM
$11.2M
Discretionary
$0
Employees
5
Clients
0
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURR, KATHRYN, KEI | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIELY, JOSEPH, KINCH | I | PRESIDENT/CEO | E | Control |
Registrations
Federal
IA
Mar 23, 2007 REGISTERED
Notice Filings (1)
NC
Address
1290 EAST ARLINGTON BLVD.,SUITE 102 JEFFERSON PLACE
GREENVILLE, NC 27858
USA
Phone: 252-439-1888