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Phoebe Jones Venable

Capwealth Advisors, LLC

Franklin, TN

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Current Employers
Capwealth Advisors, Llc

4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-01-02
  • TN RA
    APPROVED
    Since 2026-01-02

Branch Locations

4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capwealth Advisors, Llc Franklin TN 04/2011 Present
Previous Registrations
  • 2020-03-24 → 2021-01-11
    Capwealth Insights, Llc
    Franklin, TN
  • 2013-11-21 → 2019-12-31
    Capwealth Insights, Llc
    Franklin, TN
  • 2009-02-25 → 2011-04-15
    Gfo Advisory Services, Llc
    Nashville, TN
  • 2003-04-22 → 2009-01-07
    Truist Investment Services, Inc.
    Nashville, TN
    Nashville, TN
    Brentwood, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-18
  • S66 Uniform Combined State Law Examination
    2003-04-18
Designations

View on SEC IAPD

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