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2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-06-14 |
Branch Locations
6700 Tower Circle Suite 310, Franklin, TN 37067 • United States
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonex Securities Inc | Franklin | TN | 04/2024 | Present |
| New Constructs | Brentwood | TN | 06/2020 | 03/2024 |
| Merrill Lynch | Duluth | MN | 05/2019 | 05/2020 |
| Duluth Hockey Company | Duluth | MN | 07/2018 | 08/2019 |
| Dicks Sporting Goods | Duluth | MN | 11/2017 | 07/2018 |
| Toppers Pizza | Duluth | MN | 07/2018 | 08/2018 |
| University Of Mn Duluth | Duluth | MN | 08/2016 | 05/2020 |
1) Legacy Investment Planning - 6700 Tower Cir Suite 310 Franklin, Tennessee 37067 Nature of Business: Portfolio Manager for the firm Investment Related: Yes Business Position: Portfolio Manager Business Duties: Monitor portfolios Business Start Date: 04/08/2024 Approximately 160 hours spent on this OBA with all 160 spent during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
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