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215 Ward Circle, Suite 107, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-24 |
| MD | RA | APPROVED | 2023-10-25 |
| TN | RA | APPROVED | 2016-11-02 |
Branch Locations
215 Ward Circle, Suite 107, Brentwood, TN 37027 • United States
9604 Weshire Drive, Upper Marlboro, MD 20774 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2010 | 10/2020 |
| Pks Advisory Services, Llc | Brentwood | TN | 10/2010 | 10/2020 |
| Portus Capital Management, Llc | Brentwood | TN | 10/2016 | Present |
1. RENTAL PROPERTIES(2) 104 9TH CIRLCE S. NASHVILLE, TN, 37203; 600 12TH S. NASHVILLE, TN, 37203; & 1104 DAVIDSON RD., NASHVILLE, TN 37205; NON INVESTMENT RELATED. LESS THAN 1HR PER WEEK. NIGHTS/WEEKEND. 2. INSURANCE AGENCY- PART OWNER,109 Westpark Drive, Suite 190, Brentwood, TN 37027, 5-10 HRS PER WEEK. Insurance Agent. 3. JOSEPH GRUBBS CPA INC. RECEIVE COMPENSATION FOR REFFERAL FEE FOR SENDING CLIENTS TO CPA FIRM. NOT AN OWNER, NO INVESTMENT RELATED. MINIMAL TIME COMMITMENT. 4)RENTAL PROPERTY. NOT INVESTMENT RELATED. LOCATED AT 106 9TH CIRCLE AVE S. NASHVILLE, TN 37203. STARTED IN 08/2017. OWNER. DEVOTED <1 HR/MO. DEVOTED <1 HR/MO DURING TRADING HOURS. DUTIES ARE TO CALL ON SUBCONTRACTORS FOR ANY ISSUES THAT ARISE AT RENTAL PROPERTY. PLACE NEW TENANTS WHEN OLD TENANTS LEAVE. 5)Rental Property. Not Investment Related. Allegheny Springs #245, Snowshow WV 26209. Rental. Owner. Start 3/2019. 2 hours per month during trading. Monitor income and expenses. 6)Rental Property. Not Investment Related. Highland House #311, Snowshow WV 26209. Rental. Owner. Start 3/2019. 2 hours per month during trading. Monitor income and expenses. 7)Rental Property. Not Investment Related. Highland House #315, Snowshow WV 26209. Rental. Owner. Start 3/2019. 2 hours per month during trading. Monitor income and expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-16 |
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