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80 State Street, Albany, NY 12207 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-12-04 |
Branch Locations
1802 Williamson Court #101, Brentwood, TN 37027 • United States
80 State Street, Albany, NY 12207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Murfreesboro | TN | 06/2001 | 06/2022 |
| Pfs Investments Inc. | Murfreesboro | TN | 06/2002 | 06/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2022 | Present |
| Terra Wealth Management, Llc | Beechgrove | TN | 07/2022 | 09/2023 |
| Pks Advisory Services, Llc Dba Rmj Advisory | Beechgrove | TN | 09/2023 | Present |
| Connectmybiz Llc | Beechgrove | TN | 01/2023 | Present |
1) Fixed Insurance. Investment Related. 3889 Cole Ridge Rd Beechgrove, TN 37018. Fixed/ traditional insurance. Agent. 06/2022. 20. 20 hours during securities trading. Provide Insurance Solutions to clients 2) RMJ Insurance, LLC. Investment Related. 3889 Cole Ridge Rd Beechgrove, TN 37018. Fixed/ traditional insurance. Agent. 06/2022. 20. 20 hours during securities trading. Provide Insurance Solutions to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-16 |
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