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6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-04-26 |
Branch Locations
6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119 • 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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Germantown | TN | 08/2008 | 02/2018 |
| Charles Schwab Bank | Germantown | TN | 08/2008 | 02/2018 |
| Kimery Wealth Management, Llc | Memphis | TN | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-11 |
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