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5100 Wheelis Drive Suite 107, Memphis, TN 38117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-07 |
| TN | RA | APPROVED | 2004-04-01 |
Branch Locations
5100 Wheelis Dr. Suite 107, Memphis, TN 38117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Asset Management, Llc | Memphis | TN | 09/2012 | 02/2021 |
| Summit Asset Management, Llc | Memphis | TN | 02/2021 | Present |
1) John is a member of the Investment Committee for the Second Presbyterian Church Foundation, located at 4055 Poplar Avenue, Memphis, TN 38111. The business is non-investment related. John began this role in April 2013. He spends approximately 6 hours per year and 0 hours during trading hours per year on this activity. 2) John is also a member of the Investment Committee for the Metropolitan Inter-Faith Association (MIFA) Endowment, located at 910 Vance Avenue, Memphis, TN 38126. The business is non-investment related. John began this role in December 2015. He spends approximately 6 hours per year and 0 hours during trading hours per year on this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-15 |
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