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501 Commerce Street, Nashville, TN 37203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Nashville | TN | 05/2015 | 10/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Brentwood | TN | 02/2016 | 10/2016 |
| Apprisen | Nashville | TN | 10/2016 | 04/2017 |
| Kestra Financial, Inc. | Brentwood | TN | 05/2017 | 06/2018 |
| Alliancebernstein Investments, Inc. | Nashville | TN | 09/2018 | 10/2022 |
| Unemployed | Nashville | TN | 07/2018 | 09/2018 |
| Vestwell Advisors Llc | New York | NY | 10/2022 | 04/2023 |
| Alliancebernstein Investments, Inc. | Nashville | TN | 05/2023 | Present |
Count: 3 1) BusinessName: Rental Property (former residence) INVESTMENT RELATED: No ADDRESS: 2213 15th Ave N NATURE OF BUSINESS: 2213 15th Ave N is my wife and I's former home. After listing it for sell, we have decided to begin renting it out after failing to find a buyer as of yet due to the state of the real estate market. We have transitioned to self-managing after locating tenants, my wife handles most duties. No specific duties beyond scheduling/performing repairs/lawncare as needed. POSITION: Owner/Co-Owner (with spouse) RELATIONSHIP: 2023-06-15 APPROXIMATE NUMBER HOURS: 5 hours/month, 0 hours during trading hours YOUR DUTIES: 2213 15th Ave N is my wife and I's former home. After listing it for sell, we have decided to begin renting it out after failing to find a buyer as of yet due to the state of the real estate market. We have transitioned to self-managing after locating tenants, my wife handles most duties. No specific duties beyond scheduling/performing repairs/lawncare as needed. 2) BusinessName: Rental Property INVESTMENT RELATED: No ADDRESS: 404 Helen Keller Blvd. NATURE OF BUSINESS: Rental Condominium Unit - Rent it out to college students and direct any maintenance requests to on-site HoA property manager. Receive monthly rent. POSITION: Owner RELATIONSHIP: 2022-07-09 APPROXIMATE NUMBER HOURS: 5 hours/month, 0 hours during trading hours YOUR DUTIES: Rental Condominium Unit - Rent it out to college students and direct any maintenance requests to on-site HoA property manager. Receive monthly rent. 3) BusinessName: Rental Property INVESTMENT RELATED: No ADDRESS: 404 Helen Keller Blvd. NATURE OF BUSINESS: Rental Condominium Unit - Rent it out to college students and direct any maintenance requests to on-site HoA property manager. Receive monthly rent. POSITION: Owner RELATIONSHIP: 2022-07-09 APPROXIMATE NUMBER HOURS: 5 hours/month, 0 hours during trading hours YOUR DUTIES: Rental Condominium Unit - Rent it out to college students and direct any maintenance requests to on-site HoA property manager. Receive monthly rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
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