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1199 N. Fairfax St. Suite 801, Alexandria, VA 22314 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-03-15 |
Branch Locations
Collierville, TN • United States
1199 N. Fairfax St. Suite 801, Alexandria, VA 22314 • 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 |
|---|---|---|---|---|
| Cumberland Partners, Llc | Memphis | TN | 02/2010 | 11/2022 |
| Trestle Point, Llc | Brentwood | TN | 06/2013 | 04/2017 |
| Patrick Capital Markets, Llc | St. Louis | MO | 05/2017 | 10/2019 |
| Growth Capital Services Inc. | Memphis | TN | 10/2019 | 01/2022 |
| Finalis Securities Llc | Chicago | IL | 01/2022 | 12/2022 |
| Evolutionary Tree Capital Management Llc | Alexandria | VA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-06 |
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