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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-02-05 |
| AL | RA | APPROVED | 2024-01-31 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
555 Marriott Drive Suite 150, Nashville, TN 37219 • United States
Mt Juliet, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Nashville | TN | 03/2012 | 01/2024 |
| Raymond James Financial Services Advisors Inc. | Nashville | TN | 08/2012 | 03/2017 |
| Southwestern Investment Group | Nashville | TN | 04/2007 | 10/2023 |
| Southwestern Investment Advisory Services | Nashville | TN | 03/2017 | 10/2023 |
| Sagespring Wealth Partners | Nashville | TN | 11/2022 | 01/2024 |
| Seven Arrows, Llc | Nashville | TN | 01/2024 | Present |
| Steward Partners Investment Solutions, Llc | Nashville | TN | 01/2024 | Present |
| Steward Partners Investment Advisory, Llc | Nashville | TN | 01/2024 | Present |
(1)Name of Business: The Aull Wealth Team Address: 2451 Atrium Way, Nashville, TN, 37214, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 04/21/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-17 |
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