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1616 Westgate Circle Ste 202, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2019-04-12 |
Branch Locations
1616 Westgate Circle Ste 202, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weise Risk Advisors, Llc (Previously Chandler Advisors) | Brentwood | TN | 04/2012 | Present |
| Capital Markets Iq, Llc | Brentwood | TN | 09/2016 | 08/2017 |
| Spotlight Asset Group, Inc. | Brentwood | TN | 08/2017 | 06/2018 |
| Canterbury Tollgate | Brentwood | TN | 06/2018 | Present |
President of Weise Risk Advisors, LLC. Life and disability insurance planning and sales; less than 5 hours per week; start date: 04/2012. Investment-related. Sales and author of two books; residential address. No time spent per week; start date: 09/2012. Not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-13 |
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