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John L Lueken

Arlington Partners LLC

Franklin, TN

CRD 4837159

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Employer firm

Arlington Partners LLC CRD 109335

$2.31B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Arlington Partners Llc

The John Hand Building 2000 Morris Avenue, Suite 1300, Birmingham, AL 35203 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2023-01-20
TN RA APPROVED 2020-06-24
  • AL RA
    APPROVED
    Since 2023-01-20
  • TN RA
    APPROVED
    Since 2020-06-24

Branch Locations

515 Church Street Post Office Box 703, Franklin, TN 37065 • 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 04/2014 04/2020
Capwealth Investment Services, Llc Franklin TN 04/2014 04/2020
Arlington Partners, Llc Franklin TN 06/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-26
S63 Uniform Securities Agent State Law Examination 2004-08-21
  • S65 Uniform Investment Adviser Law Examination
    2014-08-26
  • S63 Uniform Securities Agent State Law Examination
    2004-08-21

View on SEC IAPD

Nearby Firms

SAGESPRING WEALTH PARTNERS
D.A. DAVIDSON & CO.
LPL FINANCIAL LLC

Nearby Investors

Jeffrey Thomas Dobyns
BOB CLAY SIRCY
LAURIE L SNIVELY

Nearby Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN

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