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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2018-07-23 |
| TX | RA | APPROVED_RES | 2018-07-17 |
Branch Locations
4020 Aspen Grove Drive Suite 380, Franklin, TN 37067 • United States
818 18Th Ave South Suite 100, Nashville, TN 37203 • United States
Brush Creek, TN • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Nashville | TN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Nashville | TN | 11/2016 | 07/2018 |
| Rbc Capital Markets, Llc. | Nashville | TN | 07/2018 | Present |
| City National Bank | Nashville | TN | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-09 |
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