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5100 Poplar Avenue Suite 1504, Memphis, TN 38137 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-09-18 |
Branch Locations
5100 Poplar Avenue Suite 1504, Memphis, TN 38137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Memphis | TN | 04/2022 | 09/2023 |
| Local Mortgage | Memphis | TN | 09/2020 | 04/2022 |
| Robert Half | Chicago | IL | 09/2019 | 04/2020 |
| Ameriprise Financial | Birmingham | AL | 08/2018 | 09/2019 |
| Pelham Ridge Elementary School | Pelham | AL | 08/2017 | 07/2018 |
| Center Hill Middle School | Olive Branch | MS | 08/2016 | 07/2017 |
| University Of North Alabama | Florence | AL | 01/2019 | 12/2020 |
| Diversified Trust Company | Memphis | TN | 09/2023 | 08/2024 |
| Lonetree Wealth Management Llc | Memphis | TN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-30 |
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