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Elmhurst, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2023-02-01 |
| TN | RA | APPROVED | 2022-08-23 |
Branch Locations
Elmhurst, IL • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Nashville | TN | 02/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 11/2016 | 06/2019 |
| Ranch View Consulting, Inc | Franklin | TN | 08/2019 | Present |
| Chapwood Capital Investment Management, Llc | Plano | TX | 06/2018 | 05/2019 |
| Exp Realty | Franklin | TN | 03/2021 | 03/2021 |
| Benchmark Realty | Franklin | TN | 09/2019 | 03/2021 |
| Rowe Consulting Group, Llc | Franklin | TN | 06/2022 | Present |
| Benchmark Realty | Franklin | TN | 12/2021 | 12/2022 |
| Chapwood Capital Investment Management, Llc | Plano | TX | 12/2020 | 06/2022 |
1.the name of the other business: Ranch View Consulting, Inc; 2.whether the business is investment-related: No 3.the address of the other business: Franklin, TN 4.the nature of the other business:Consulting 5.your position, title, or relationship with the other business: CEO 6.the start date of your relationship: August 2019 7.the approximate number of hours/month you devote to the other business: 8 8.the number of hours you devote to the other business during securities trading hours: 0 9.and briefly describe your duties relating to the other business: Consulting 1.the name of the other business: Independent Insurance Agent; 2.whether the business is investment-related: Yes 3.the address of the other business: Franklin, TN 4.the nature of the other business:Fixed Insurance Sales 5.your position, title, or relationship with the other business: Agent 6.the approximate number of hours/month you devote to the other business: 10 7.the number of hours you devote to the other business during securities trading hours: 10 8.and briefly describe your duties relating to the other business: Insurance Agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-06 |
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