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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-02 |
| TN | RA | APPROVED | 2020-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Nashville | TN | 05/2016 | 02/2017 |
| Cap Star Bank | Nashville | TN | 05/2016 | 02/2017 |
| Morgan Stanley | Nashville | TN | 02/2017 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2017 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 03/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2017 | 03/2020 |
| Bank Of America, N.A. | Nashville | TN | 03/2020 | Present |
I*433752 For Profit, Nomad Ventures Invest related: No Address: Nashville, TN, 37209 Start date: 3/15/2016 Hrs : 1 hr Hrs during trading: 0 Duties: Real Estate partnership with my wife for short-term rental business tax reporting to the state and county. Pay taxes. I*433750 For Profit, Nomadic Ventures Invest related: No Address: Nashville, TN, 37209 Position: Treasurer Start date: 8/17/2019 Hrs: 1 hr mthly Hrs during trading: 0 Duties: Crafts, designs, services. I*393609 For Profit C. M T. III Invest related: No Address: Position: Treasurer, Start date: 11/3/2020 Hrs : 5 hrs mthly Hrs during trading: 0 Duties: Listing my Vehicle onto Turo & Bungii app's. I would coordinate with users looking to rent the vehicle. I*: Rental Property; Franklin, TN; Investment related: No Owner; 6/2016 I*: Rental Property; Nashville, TN; Investment related; Property Management, Taxes 11/2013; During Business hours: 0, After Business hours: 1I*: Real Estate; Invest related: No Nashville, TN; Rental property; Owner; Start date: 06/2018; Hrs : 0; Hrs during trading: 20 I*378391 - Nomadic Ventures; Invest related - No; Crafts, designs, services; Director Aug 2019; Hrs : 0 Hours during trading: 5 To market the crafts, fulfil orders, run company. I*: Not-For-Profit : C. M T. III Investment related: No Address: Nashville, TN. Nature of business: Shell account used to pay Nanny Position, title, association: Owner Start date: 1/1/2018 hours devoted: 0 hours devoted during trading hours: 0 Duties: Pay Nanny and Employer Taxes I*9434 For profit or not for profit: Name: C. M T. III Investment related: No Address: Nashville, TN 37208 Nature of business: Position, title, association: Start date: 12/25/2015 hours devoted: 10 hours hours devoted during trading hours: 0 Duties: I*9432 Name: C. M T. Investment related: No Address: Nashville, TN 37206 Nature of business: Position, title, association: Start date: 11/1/2013 hours devoted: 0 Hours devoted during trading hours: 0 Duties: I*10238 Name: C. M T. III Investment related: No Address: Nashville, TN 37209 Nature of business: Position, title, association: Start date: 11/3/2020 Hours: 5 hour) Hours devoted during trading hours: 0 I*1295259 Entity For Profit Name of outside business organization: C. M T. III Investment related: N Address of business: OBA Nature of business: Sole Proprietorship Position, title, association: Treasure Start date of relationship: 5/12/2023 Hours devoted: 5 hours Hours devoted during trading hours: 0 Duties: Ride share apps - Uber/Lyft/ect. I* 1733263 Entity For Profit Name: TynCo, Inc Investment related: No Address of business: Nashville, TN, 37209 Nature of business: Corporation Position, title, association: Officer Start of relationship: 03/25/2024 Number of hours devoted: 5 Number of hours devoted during trading hours: 0 Duties: The entity will provide real estate management services to personal real estate and other personal business ventures. My involvement on a day-to-day perspective will be limited as we will shift the existing household employee under the new business (TynCo, Inc.). I*1924282 For Profit NashVend,Nashville,TN,37209,No,Officer,07/18/2024,5hrs,0hrs, LLC will house operating business for current household employee to run.I*: 2508258 Entity Type: For Profit Name Exterior Pros USA / Exterior Pros TN Address: Nashville, TN 37209 Investment Related: No Position, Title, Association: Officer, Owner Employee Start Date: 06/02/2025 Hours: 10 hrs mthly Hrs during trading: 0 Duties: Exterior Services Company - employee I*3184331 Rental Property 1 Address: Avon, Colorado, 81620 Investment Related: No Position, Title, Association: Co-owner with other family membersEmployee Start Date: 12/12/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0 Duties: Co-owner of rental I*4124267, Rental Property 2 Invest related: No Address: LavergneTennessee37086 Start date: 03/24/2026 Hrs : 5 hr monthly Hrs during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-22 |
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