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Current Employers
Gpwa, Llc

Nashville, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-16
GA RA APPROVED 2023-02-15
  • TN RA
    APPROVED
    Since 2025-01-16
  • GA RA
    APPROVED
    Since 2023-02-15

Branch Locations

2400 Barton Ave., Nashville, TN 37212

Nashville, TN • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gramercy Park Wealth Advisors, Llc D/B/A Gpwa, Llc Nashvlle TN 11/2014 Present
  • 11/2014 → Present
    Gramercy Park Wealth Advisors, Llc D/B/A Gpwa, Llc
    Nashvlle, TN
Previous Registrations
  • 2015-01-05 → 2015-12-31
    Gramercy Park Wealth Advisors, Llc
    Nashville, TN
  • 2012-01-13 → 2014-12-18
    Triad Advisors Llc
    Atlanta, GA
    Nashville, TN
  • 2013-10-07 → 2014-02-11
    Gramercy Park Wealth Advisors, Llc
    Nashville, TN
  • 2008-12-02 → 2012-12-31
    Smith Wb Financial Group
    Nashville, TN
    Grafton, MA
  • 2008-08-14 → 2008-12-31
    Smith Wb Financial Group
    Nashville, TN
    Grafton, MA
  • 2004-02-20 → 2006-01-04
    Taylor Securities, Inc.
    Brentwood, TN
Other Businesses

1. Mr.Cote owns a rental property located at 216 Sloan Rd., Nashville, TN in his personal name; non-investment related; position - owner of properties; the property was purchased in April of 1996; Mr. Cote devotes a total of 1 hour per month to the business; no hours are devoted during trading hours; his duties are collecting rent and arranging for maintenance, if required. 2. Mr.Cote owns a rental property located at 3511 Echo Hill Ave., Nashville, TN in his personal name; non-investment related; position - owner of properties; the property was purchased in October 2015; Mr. Cote devotes a total of 1 hour per month to the business; no hours are devoted during trading hours; his duties are collecting rent and arranging for maintenance, if required. 3. the name of the other business; Endurance Strategies whether the business is investment-related; No the address of the other business; 400 Downfield Way, Smyrna, GA. 30082 the nature of the other business; Seeking and negotiating Bank and Non-Bank Loans, Credit Facilities, Debt Financings, and Portfolio Loan Sales for Individual Clients, Business Owners, Non-Bank Lending and Financing Platforms, and Fund Sponsors. This activity would involve providing market intelligence and research on the capital markets, securing financing sources that will fit the client's financing needs, advising the clients on the structure in the context of execution of their financing needs, and negotiating terms and conditions. Upon successfully negotiating a loan, debt facility, credit facility, or financing solution for the client, I would be compensated with an appropriate Debt Placement Advisory Fee that will be paid directly to me upon a successful closing. your position; Loan Broker title, or relationship with the other business; Consultant the start date of your relationship; 6/6/25 the approximate number of hours/month you devote to the other business; 20-40 hours the number of hours you devote to the other business during securities trading hours; 20 hours briefly describe your duties relating to the other business; Organization Member performing duties tied to the Nature of Other Business noted above.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-18
S63 Uniform Securities Agent State Law Examination 2000-08-03
  • S65 Uniform Investment Adviser Law Examination
    2008-02-18
  • S63 Uniform Securities Agent State Law Examination
    2000-08-03

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