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9040 Garden Arbor Dr Ste 206, Germantown, TN 38138 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
9040 Garden Arbor Dr Ste 206, Germantown, TN 38138 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Germantown | TN | 01/2009 | Present |
| Financial Consulting Group | Germantown | TN | 08/2008 | Present |
| Fcg Investment Company | Germantown | TN | 10/2020 | Present |
1. 01/05/09 - CPA, ALSTON BOYD WADE III CPA/WADE CONSULTING, 10% OF TIME. CONSERVANCY(501(C)(3)), NO CUSTODY OR CONTROL, NO CHECK WRITING DUTIES. 5% OF TIME. 2. 01/05/09 - DBA ONLY, FINANCIAL CONSULTING GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-28 |
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