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3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-08-18 |
Branch Locations
3930 E. Ray Road Suite 155, Phoenix, AZ 85044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Manchester | TN | 07/1987 | 01/2023 |
| Pfs Investments Inc | Manchester | TN | 07/1995 | 08/2022 |
| Terra Wealth Management, Llc | Rockvale | TN | 01/2023 | Present |
| Brookwood Investment Group | Phoenix | AZ | 08/2025 | Present |
1) Buybuyland.com, Investment Related, 9775 Patterson Road, Rockvale, TN. 37153, Purchase and sell land, Partner, 10/2018, Appx. 10 Hrs/Mnth, Searches for land to purchase and improve upon for sale. 2) Insurance Sales, Same Address, Investment Related, APPX 10% of the time during the month. 3) ConnectMyBiz, Non-Investment Related, Rockvale, TN, Appx. 1 Hr/Mnth, Refers applicable clients over to a CPA for an employee retention tax credit program discussion.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-28 |
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