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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-12 |
| TN | RA | APPROVED | 2025-02-06 |
Branch Locations
5605 Charlotte Pike, Nashville, TN 37209 • United States
6075 Poplar Ave Ste 650, Memphis, TN 38119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rabell Creative | Nashville | TN | 04/2014 | 10/2020 |
| Jpmorgan Chase Bank, N.A. | Nashville | TN | 10/2020 | 05/2021 |
| J.P. Morgan Securities Llc | Nashville | TN | 10/2020 | 05/2021 |
| The Manning Group | Nashville | TN | 08/2017 | 10/2020 |
| Defender Capital | Charlotte | NC | 09/2021 | 07/2024 |
| Defender Capital | Nashville | TN | 06/2021 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Memphis | TN | 01/2025 | Present |
| Luken Investment Analytics | Brentwood | TN | 07/2024 | 01/2025 |
MUSIC CITY GATOR CLUB; NOT INV RELATED; MADISON, TN; ALUMNI ASSOCIATION; BOARD MEMBER; START DATE 06/01/2023; 1 HOUR PER MONTH; 0 HOURS DURING TRADING THE FRIENDS OF TWO RIVERS MANSION ; INV RELATED; NASHVILLE, TN; TREASURER; START DATE: 01/01/2026; 4 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2021-08-12 |
| S66 | Uniform Combined State Law Examination | 2012-03-09 |
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