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Current Employers
Coordinated Wealth Management, L.L.C.

100 Bluegrass Commons Boulevard Suite 2390, Hendersonville, TN 37075 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-01
  • TN RA
    APPROVED
    Since 2025-01-01

Branch Locations

100 Bluegrass Commons Boulevard Suite 2390, Hendersonville, TN 37075 • 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
Coverage Solutions Group Llc Hendersonville TN 01/2002 Present
Coordinated Wealth Management Brentwood TN 08/2007 Present
  • 01/2002 → Present
    Coverage Solutions Group Llc
    Hendersonville, TN
  • 08/2007 → Present
    Coordinated Wealth Management
    Brentwood, TN
Previous Registrations
  • 2016-05-18 → 2020-03-30
    Coverage Solutions Group
    Hendersonville, TN
  • 2013-04-30 → 2015-12-31
    Coverage Solutions Group
    Hendersonville, TN
Other Businesses

COVERAGE SOLUTIONS GROUP LLC; NOT INVESTMENT-RELATED; 111 BLUEGRASS CIRCLE, HENDERSONVILLE, TN 37075; LIFE & HEALTH INSURANCE AGENCY; OWNER; STARTED 01/2002; APPROXIMATELY 25 HRS/MONTH, ALL DURING SECURITIES TRADING HOURS; EMPLOYEE BENEFIT CONSULTANT / BROKER.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-27
  • S65 Uniform Investment Adviser Law Examination
    2007-09-27

View on SEC IAPD

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