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840 Crescent Centre Dr. Suite 600, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-25 |
Branch Locations
840 Crescent Centre Dr. Suite 600, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Securities, Inc. | Brentwood | TN | 03/2016 | 11/2020 |
| Tree Street Advisory, Llc | Frankiln | TN | 11/2020 | Present |
| Beal, Llc | Franklin | TN | 09/2017 | Present |
| Origin Financial | Franklin | TN | 05/2022 | Present |
Tree Street Advisory, LLC / Investment Related / Franklin TN / Registered Investment Advisor / Advisor / Jan 2021 / 150 Hours per month / 100% During business hours. Beal, LLC- not investment related. Address is Allan's home address (3166 Tristan Dr. Franklin, TN 37064). Dropship/E-Commerce/Retail. Start date of relationship is 9/15/17. Approximately 20hrs/mth, 4hrs of which are during trading hours. Oversee website and ad campaign, contact suppliers to get access to product/place orders. Potentially hire virtual assistants to run business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-13 |
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