Tiquadney Cetavious Stacion Terrell

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-08-01
TN	RA	APPROVED	2025-06-16

Branch Locations

8025 Winchester Rd, Memphis, TN 38125 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Memphis	TN	05/2022	Present
Walmart	Collierville	TN	01/2020	02/2022
United States Army	Cleveland	MS	04/2015	04/2021
Coahoma Community College	Clarksdale	MS	01/2016	12/2018
University Of Memphis	Memphis	TN	01/2018	05/2020
Bank Of America, N.A.	Memphis	TN	04/2025	Present

05/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Memphis, TN
01/2020 → 02/2022

Walmart

Collierville, TN
04/2015 → 04/2021

United States Army

Cleveland, MS
01/2016 → 12/2018

Coahoma Community College

Clarksdale, MS
01/2018 → 05/2020

University Of Memphis

Memphis, TN
04/2025 → Present

Bank Of America, N.A.

Memphis, TN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-13

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