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541 Sid Martin Road Suite A, Johnson City, TN 37615 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-04-08 |
Branch Locations
541 Sid Martin Road Suite A, Johnson City, TN 37615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Lexington | KY | 03/2015 | 03/2021 |
| Purshe Kaplan Sterling Investments | Albany | TX | 03/2021 | Present |
| Bcs Wealth Management | Johnson City | TN | 03/2021 | Present |
BCS Wealth Management - Investment Related - At registered location - Financial Planning - Financial Advisor - 3/2021 - 160hrs/mos, 32 trading hours - Financial/Retirment Planning || PKS Financial - Investment Related - 80 State St Albany NY 12207 - Fixed/Traditional Ins. - 03/21 - 4hrs/mos - 3 trading hrs - Sales of Fixed/Traditional Ins. Salvation Army - Not Investment Related - 204 W. Walnut St. Johnson City TN 37604 - Board of Directors - 06/01 - 0 hrs per month - Advisory board member to discuss operations, financials, and fundraising strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-30 |
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