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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-20 |
Branch Locations
237 Old Hickory Blvd. Ste. 100, Nashville, TN 37221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Price Waterhouse | Nashville | TN | 12/2019 | 01/2020 |
| Frazier & Deeter | Atlanta | GA | 08/2016 | 12/2018 |
| Peggy J. Rouillier, Inc. | Nashville | TN | 01/2020 | Present |
| Concourse Financial Group Securities Inc | Nashville | TN | 01/2020 | 02/2025 |
| Frazier & Deeter | Nashville | TN | 01/2019 | 11/2019 |
| Concourse Financial Group Securities Inc | Nashville | TN | 05/2020 | 02/2025 |
| Cetera Wealth Services, Llc | Nashville | TN | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
PEGGY J. ROUILLIER INC; Investment Related; 237 Old Hickory Blvd, Suite 100, Nashville TN 37221; Investments & Insurance; Administrative Assistant; Start Date 01/2020; 172 hour per month with 160 hour per month occurring during trading hours; Administrative support to registered associates. >> MATT ROUILLIER; Investment Related; 237 Old Hickory Blvd, Suite 100, Nashville TN 37221; Insurance; Independent Producer; Start Date 01/2021; 4 hours per month with those 4 hours per month occurring during trading hours; Sales and service of insurance products, including but not limited to, Life, Long-Term Care, Disability and Health. >> MATT ROUILLIER; Non-Investment Related; 237 Old Hickory Blvd, Suite 100, Nashville TN 37221; Accounting; CPA; Start Date 06/2020; Hours per month will vary; Accounting services. I will prepare client returns as needed for clients. >> TRUST; Non-Investment Related; Nashville, TN 37209; Other; Trustee; Start Date 04/2019; No hours per month; I am trustee of my own living trust. >> WEALTH MANAGEMENT GROUP; Investment Related; 237 Old Hickory Blvd, Suite 100, Nashville TN 37221; Investments & Insurance; Investment Advisor; Start Date 01/2020; 160 hours per month with 160 hours per month occurring during trading hours; financial planning, investment planning, and overall financial advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-27 |
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