Eric Preston Scruggs
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
14 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Covenant Wealth AdvisorsJun 2026 to now
- The Boston Institute of FinanceAug 2024 to now
- Hark Tax Planning, LLCNov 2022 to now
- Eddy Company, LLCMar 2023 to May 2023
- NDVR, Inc.Mar 2023 to May 2023
- NDVR, Inc.Jan 2023 to Feb 2023
- Hark Financial Planning, LLCNov 2022 to Oct 2026
- Southern New Hampshire UniversityJan 2022 to Dec 2023
- NDVR, Inc.Aug 2020 to Dec 2022
- Varsity TutorsMar 2020 to Dec 2021
- Shepherd Kaplan LLCApr 2017 to Jul 2020
- Acorn Financial Advisory Services, Inc.Sep 2012 to Mar 2017
- Acorn Financial Services, Inc.Aug 2012 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MA, VA).
Covenant Wealth Advisors
Legal name: Fonville Wealth Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6082402
- 155221