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136 Frierson Street, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-22 |
| GA | RA | APPROVED | 2021-04-15 |
| IL | RA | APPROVED | 2021-04-14 |
| TX | RA | APPROVED_RES | 2021-04-14 |
| KY | RA | APPROVED | 2021-04-12 |
| AL | RA | APPROVED | 2021-04-09 |
| LA | RA | APPROVED | 2021-04-09 |
| TN | RA | APPROVED | 2018-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Levine Group Llc | Brentwood | TN | 09/2015 | 04/2017 |
| Sii Investments | Franklin | TN | 05/2017 | 10/2017 |
| Luken Investment Analytics, Llc | Brentwood | TN | 11/2017 | Present |
| Hannah O'LEary, Chfc | Franklin | TN | 03/2025 | Present |
Hannah O'Leary ChFC; Yes; 2052 Baxter Ln, Franklin, TN 37069; Financial Planning Education; Independent Contractor; March 2025; 5 hours/month; 0 hours during business hours; 60 minute financial planning education to independent contractors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-22 |
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