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Memphis, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-11 |
Branch Locations
Memphis, TN • United States
Memphis, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-11 |
Branch Locations
Memphis, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Revolution Partners, Llc | Memphis | TN | 11/2024 | Present |
| Ramsey Solutions | Franklin | TN | 03/2023 | 11/2024 |
| Vantage Coffee | Union City | TN | 08/2022 | 03/2023 |
| Ata | Union City | TN | 01/2022 | 08/2022 |
| Walmart Inc. | Martin | TN | 06/2019 | 12/2021 |
| Student | Union City | TN | 01/2015 | 06/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-07 |
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