Jeremy P. Wilmerding
Professional summary
Jeremy Peck Wilmerding is a registered financial professional currently at SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP. located in Memphis (shelby), Tennessee.
Jeremy is registered as a RR (Registered Representative) and started their career in finance in 1995. Jeremy has worked at 8 firms and has passed the Series 63, Series 66, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeremy Peck Wilmerding's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2025 - Present
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.
Office #1: 6750 Poplar Avenue Suite 300, Memphis (shelby), TN 38138-7424July 1, 2021 - August 29, 2023
INSPEREX LLC
April 28, 2017 - October 4, 2021
280 SECURITIES LLC
December 8, 2016 - January 30, 2017
ASSEMBLY WEALTH
January 15, 2015 - September 29, 2015
PROSPERA FINANCIAL SERVICES, INC.
January 15, 2015 - August 31, 2016
PROSPERA FINANCIAL SERVICES, INC.
April 1, 2008 - June 7, 2013
CAPITAL BROKERAGE CORPORATION
July 9, 1998 - April 1, 2008
ASSETMARK CAPITAL CORPORATION
November 10, 1995 - May 4, 1998
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.
CRD#: 6950 / SEC#: 801-68820, 8-18971
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SOUTHSTATE BANK, NATIONAL ASSOCIATION | OWNER | |
| BONONNO, JOSEPH KEMP | CHIEF FINANCIAL OFFICER | 7437632 |
| CHERRY, JAMES CROWELL | CHIEF COMPLIANCE OFFICER | 2870353 |
| HODGES, STUART LEE | SVP, PRESIDENT | 7370566 |
| HOWARD, HEATHER DIANE | CORPORATE SECRETARY/COMPLIANCE OFFICER | 4349745 |
| TUCKER, KIMBERLY SHAY | OPERATIONS MANAGER - PRINCIPAL OPERATIONS OFFICER | 7370391 |
Disclosures
| Regulatory Event | 9 |
| Arbitration | 1 |
Red Flags
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Company Information
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.
CRD#: 6950Memphis (shelby), TN 38138-7424TRUST BUT VERIFY
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