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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth And Pension Services Group Inc. | Chattanooga | TN | 02/2014 | Present |
| Cory Colquette, Cpa | Chattanooga | TN | 03/2015 | Present |
| The Colquette Group | Chatanooga | TN | 09/2017 | Present |
| Southbridge Advisors, Llc | Marieta | GA | 11/2019 | Present |
| Optivise Advisory Services | Franklin | TX | 01/2020 | Present |
The Colquette Group, sole proprietor Life insurance, consulting Non-investment related 6918 Shallowford Road Suite 205 Chattanooga, TN 37421 Approx. 10 hours per month Offer life insurance products to clients when appropriate Cory Colquette, CPA Certified Public Accountant 6918 Shallowford Road Suite 205 Chattanooga, TN 37421 Approx. 10 hour per month provides tax preparation and accounting services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-05 |
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