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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-12-06 |
| TX | RA | APPROVED | 2021-12-03 |
Branch Locations
320 Seven Springs Way Suite 115, Brentwood, TN 37027 • United States
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Franklin | TN | 06/1998 | 08/2018 |
| Monarch Advisory Group, Llc | Franklin | TN | 10/2005 | 08/2018 |
| Western Wealth Management Llc | Franklin | TN | 09/2014 | 07/2017 |
| Bb&T Securities, Llc | Nashville | TN | 08/2018 | 02/2021 |
| Truist Investment Services, Inc. | Nashville | TN | 02/2021 | 12/2021 |
| Truist Advisory Services, Inc. | Nashville | TN | 02/2021 | 12/2021 |
| Rockefeller Financial Llc | Nashville | TN | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-11-15 |
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