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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-31 |
| TN | RA | APPROVED | 2021-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Nashville | TN | 03/2006 | 03/2021 |
| Bank Of America, Na | Nashville | TN | 12/2009 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 03/2021 | Present |
WOODMONT CHRISTIAN CHURCH, INVT RELATED, NASHVILLE, TN, FINANCE COMMITTEE MEMBER, START DATE 7/1/2018, 2 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS, DISCUSSING CHURCH BUDGET, EXPENDITURES, GIFTS, AND CAMPAIGNS SURROUNDING THE CHURCH GIVING. WDPA, LLC, INVT RELATEAD, NASHVILLE, TN, 100% OWNERSHIP WITH SPOUSE, START DATE 4/12/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, NO DUTIES. CACHE MARINE LLC ; INV RELATED;HOPE ,AR; BOAT MANUFACTURING ;33.33% OWNERSHIP; START DATE: 02/27/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING; KT LLC - 26.1% OWNERSHIP; INV RELATED;HENDERSONVILLE,TN; LLC;26% OWNERSHIP; START DATE: 06/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-06 |
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