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109 International Drive Suite 210, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-05-13 |
| TN | RA | APPROVED | 2013-05-20 |
Branch Locations
109 International Drive Suite 210, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sourceline Llc | Brentwood | TN | 07/2003 | 12/2019 |
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 03/2013 | 07/2018 |
| Cap Partners | Franklin | TN | 03/2013 | Present |
Deer Run, not investment related, 3845 Perkins Rd., Thompson's Station, TN 37179, Director on Board, 1/2024, 6 hours a month, 0 hours during trading hours, provide counsel and leadership. Premiere Centre Board Owners Association, 109 International Drive, Franklin, TN 37067, Board Member, 10/2014, .33 hours a month, .33 hours a month, provide input regarding owned properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-14 |
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