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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-05-16 |
Branch Locations
150 3Rd Ave S Ste 2100, Nashville, TN 37201 • United States
150 3Rd Ave S, Ste 2100 [Xj-Rbo], Nashville, TN 37201 • United States
5005 Maryland Way Ste 125, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 08/2017 | 05/2023 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 05/2023 | Present |
| Allianz Global Investors U.S. Llc | New York | NY | 01/2013 | 08/2017 |
| Allianz Global Investors Distributors Llc | New York | NY | 02/2001 | 08/2017 |
RENTAL PROPERTY, INV RELATED, SEACREST, FL, 100% OWNERSHIP, START 5/1/2013, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, PROPERTY MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-07 |
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