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4700 Hixson Pike, Hixson, TN 37343-4806 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Columbus | GA | 05/2011 | 07/2018 |
| Bank Of America, N.A. | Columbus | GA | 07/2011 | 07/2018 |
| Ameriprise Financial Services Inc | Birmingham | AL | 07/2018 | 01/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2024 | 04/2024 |
| Summit Financial D/B/A Garrett, Perkins & Horton Advisory Partne | Birmingham | AL | 01/2024 | 04/2024 |
| Franklin Wealth Management | Hixon | TN | 04/2024 | Present |
1) Fixed Insurance. Investment Related. At Registered location. Fixed / Traditional Insurance. Agent. Start Date: 01/2024. 2 hrs/ month; all during trading hours. Sales of fixed / traditional insurance products. 4) Alabama Golf Association. Not Investment Related. 3041 Lorne Road, Hoover, AL, 35216. Civic Organization. Volunteer. Start Date: 01/2024. 1 hr/ month; all during trading hours. Assist w/ Golf Tournaments, Scoring, and Rules.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
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