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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-21 |
| TN | RA | APPROVED | 2022-02-17 |
Branch Locations
5100 Poplar Ave. Suite 3214, Memphis, TN 38137 • United States
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
1 disclosure category 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 Financial Network Llc | Memphis | TN | 05/2009 | 02/2022 |
| Nations Financial Group, Inc. | Memphis | TN | 02/2022 | Present |
ATKINS CAPITAL MANAGEMENT, LLC. 5100 POPLAR AVE., SUITE 3214. MEMPHIS, TN 38137. IS INVESTMENT RELATED. NATURE OF BUSINESS IS DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS OWNER. START DATE 12/1/2006. SPEND APPROX. 160 HRS PER MONTH ON BUSINESS. 8 HRS/DAY DURING TRADING HOURS SPENT 0N BUSINESS. DUTIES ARE FINANCIAL ADVISORY // CHRISTIAN BROTHERS HIGH SCHOOL. 5900 WALNUT GROVE RD. MEMPHIS, TN 38120. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS TO MANAGE/OVERSEE HIG SCHOOL. POSITOIN IS DIRECTOR. STARTED IN 2020. APPROX 1 HOUR/MONTH SPENT ON BUSINESS, NONE DURING SECURITY TRADING HOURS. DUTIES ARE AS PART OF FINANCE COMMITTEE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-14 |
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