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813 Ridge Lake Blvd. Suite 100, Memphis, TN 38120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-04-21 |
| LA | RA | APPROVED | 2021-08-12 |
Branch Locations
813 Ridge Lake Blvd. Suite 100, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santi Company | Germantown | TN | 01/2006 | Present |
| Kimery Wealth Management, Llc | Memphis | TN | 04/2018 | 07/2019 |
| Mfo-Usa Advisory, Llc | Germantown | TN | 07/2019 | Present |
| Avondale Partners, Llc | Germantown | TN | 04/2015 | 03/2018 |
John D. Santi Sr. is a licensed insurance agent. John D. Santi Sr. is Managing Partner for J& S Land co (personal Real estate), Santi Co (general business consulting) and Santi Family Partnership (personal family investments). John D. Santi Sr is on the advisory board for Curio Legacy; Advisory Board; Investment Related: No; 1425 K St Washington DC, 20005; Attends meetings, provide strategic guidance for the future of the business through a volunteer advisory board.; 2022-11-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: .3; Percentage of total yearly compensation expected to be derived from the business: 01; John D. Santi Sr. is the Owner of Santi Company, LLC DBA MFO USA Business Consulting; Is the business investment related: No; Location of the business: 813 Ridge Lake Blvd Memphis Tennessee 38120 United States; Description of the business: General business strategy consulting; Start date with business: 2023-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-27 |
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