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1707 Kirby Parkway Suite 100, Memphis, TN 38120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-26 |
| TN | RA | APPROVED | 2015-02-11 |
Branch Locations
5050 Quorum Drive Suite 700, Dallas, TX 75254 • United States
1707 Kirby Parkway Suite 100, Memphis, TN 38120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeland Wealth Management Llc | Lakeland | TN | 11/2014 | Present |
| Magnolia Info Systems | Lakeland | TN | 04/2014 | 08/2017 |
| Best Real Estate Company, Llc | Memphis | TN | 03/2020 | 01/2023 |
| Independent Insurance Agent | Memphis | TN | 01/2018 | 02/2024 |
| Crye-Leike Real Estate Services | Memphis | TN | 02/2023 | 01/2024 |
| University Of Memphis | Memphis | TN | 08/2024 | Present |
| Magvolia Llc | Memphis | TN | 03/2024 | Present |
Adjunct Professor at University of Memphis; Approximately 5% of time; 0 hours during securities trading Magvolia LLC, Holder of Real Estate Assets, Passive Investor; Approximately 1% of time; 0 HOURS DURING SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-20 |
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