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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
1131 4Th Ave Suite 230, Nashville, TN 37212 • United States
1614 16Th Avenue South, Nashville, TN 37212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steve Green | Nashville | TN | 10/2009 | 12/2024 |
| Northwestern Mutual Investment Services, Llc | Franlkin | TN | 01/2011 | 01/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2012 | 01/2025 |
| Grand Ole Opry | Nashville | TN | 09/2008 | Present |
| Music Row Wealth Management | Nashville | TN | 01/2025 | 07/2026 |
| Corient | Nashville | TN | 07/2026 | Present |
Ryman Hospitality Properties not investment-related 2804 Opryland Drive, Nashville, TN 37214 performing arts Square Dancer 10/01/2007 6-20 hours per month 0-5 hours during trading Opry Square Dancer at the Grand Ole Opry Cynthia Durdin not investment-related 545 Sutter Street, San Francisco, CA 94102 notary Notary Public 09/01/2016 0-5 hours per month 0-5 hours during trading notary services Cynthia Durdin investment-related 1614 16th Avenue South, Nashville, TN 37212 insurance Licensed Insurance Agent 10/16/2009 0 hours per month 0 hours during trading Although I am insurance licensed, I do not actively sell insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-26 |
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