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215 Centerview Dr Suite 110, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| TN | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2024-09-05 |
| MO | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED_RES | 2024-05-24 |
Branch Locations
215 Centerview Dr Suite 110, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dcm Financial Partners, Ltd. | Brentwood | TN | 06/1992 | Present |
| Erisa Advisers, Inc. | Brentwood | TN | 01/2014 | Present |
1992-PRESENT: ERISA PARTNERS, INC./INVESTMENT RELATED/BRENTWOOD, TN/PRESIDENT, CONSULTANT & MAJORITY SHAREHOLDER/PENSION CONSULTANT AND PENSION ADMINISTRATION FIRM/MAY INVOLVE UP TO 50% OF TIME EACH MONTH, INCLUDING DURING WORKING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-10 |
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