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832 Georgia Avenue Suite 100, Chattanooga, TN 37402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-16 |
| TN | RA | APPROVED | 2012-11-09 |
Branch Locations
832 Georgia Avenue Suite 100, Chattanooga, TN 37402 • United States
4 disclosure categories 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 |
|---|---|---|---|---|
| Am Investment Strategies, Llc | Chattanooga | TN | 10/2012 | Present |
1. Aon Miller: Investment related. Insurance sales. Start date 10/2012. 5 Hrs/Mo., Chattanooga Tennessee. 2. City of Chattanooga General Pension Plan: Vice Chairman/Board of Directors; Start Date: 01/2016; Chattanooga, Tennessee; Non-investment related - no investment decisions made for Plan; Duties: Review Plan's third party managers; 1 Hr/Qtr. 3. The Honors Course: Board of Directors and Secretary of Club; Start Date: 2007; Lee Highway, Ooltewah, TN; Duties: Take minutes at all board, specially called, and executive meetings; 12 hours a quarter in total, 4 during trading hours. 4. Tennessee Golf Association: Board of Directors; Start Date: 2006; Franklin, TN; Duties: Attend Board meetings; 12 hours a year in total, Zero during trading hours. 5. St. Paul's Episcopal Church: Investment Committee Board member; Start Date:2017; Chattanooga, TN; Duties: Attend a semi-annual board meeting; 4 hours a year in total, 4 hours during trading hours; No specific investment decisions are made. 6. Southern Golf Association: Board of Directors; Start Date: 2015; Birmingham, AL; Duties: Attend the annual meeting; 12 hours a year in total, Zero during trading hours. 7. Aon is a licensed insurance agent with various insurance companies, and in such capacity, may recommend, on a fully-disclosed commission basis, the purchase of certain insurance products. While we do not sell such insurance products to our investment advisory clients, we do permit Aon, in his capacity as a licensed insurance agent, to sell insurance products to our investment advisory clients. 8. Cleveland State Community College Foundation: Board Member; Start Date: 8/2023; Cleveland, TN; Duties: Finance Committee; 5 hours a year in total, generally during trading hours; No investment decisions are made.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-21 |
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