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Carter Wilson Thomas

Abound Wealth Management, LLC

Franklin, TN

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Current Employers
Abound Wealth Management, Llc

317 Main Street Suite 201, Franklin, TN 37064 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2017-01-10
  • TN RA
    APPROVED
    Since 2017-01-10

Branch Locations

317 Main Street Suite 201, Franklin, TN 37064 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Preston & Cleveland Wealth Management, Llc Franklin TN 11/2015 12/2016
Abound Wealth Management, Llc Franklin TN 01/2017 Present
Previous Registrations
  • 2014-06-23 → 2016-01-19
    M Capital Advisors
    Nashville, TN
  • 2012-09-20 → 2014-05-07
    H B Sconyers And Company, Llc
    Franklin, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-19
S63 Uniform Securities Agent State Law Examination 2012-08-30
  • S65 Uniform Investment Adviser Law Examination
    2012-09-19
  • S63 Uniform Securities Agent State Law Examination
    2012-08-30
Designations

View on SEC IAPD

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Other Offices

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ONEDIGITAL · Franklin, TN
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