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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-19 |
| TX | RA | APPROVED_RES | 2025-09-19 |
Branch Locations
3543 N Crossing Cir., Valdosta, GA 31602 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 04/2012 | 08/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2014 | 08/2023 |
| Kerrigan Davis Capital & Risk Mgmt | Valdosia | GA | 04/2015 | 09/2025 |
| Lpl Financial Llc | Valdosta | GA | 08/2023 | 09/2025 |
| &Partners | Nashville | TN | 09/2025 | Present |
CFS PROPERTY MANAGEMENT, LLC POSITION: Registered Agent NATURE: LLC formed for a rental property that my husband & I own. Address of the rental property is: Dr, Perry, FL 32348 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2022 ADDRESS: Valdosta, GA 31602 Address of the rental property is: Perry, FL 32348, United States DESCRIPTION: Administrative duties, property management THE PORCH COMMUNITY CHURCH POSITION: Treasurer NATURE: To help people go from unbelief to full-hearted devotion to Jesus Christ in our community. To see a community transformed by the love of Jesus, where people are fully alive in Christ and living on mission together. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: Valdosta, GA DESCRIPTION: financial oversight, which includes helping to create the annual budget, managing expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-23 |
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