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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-07 |
| OR | RA | APPROVED | 2024-01-19 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Clackamas | OR | 04/1999 | 11/2016 |
| Morgan Stanley | Lake Oswego | OR | 12/2016 | 04/2017 |
| Charles Schwab & Co., Inc. | Portland | OR | 05/2017 | 02/2019 |
| Charles Schwab Bank | Portland | OR | 05/2017 | 02/2019 |
| M Holdings Securities, Inc. | Portland | OR | 02/2019 | 12/2019 |
| Stancorp Equities, Inc. | Portland | OR | 12/2019 | 02/2021 |
| Wells Fargo Clering Services, Llc | Seattle | WA | 02/2021 | 01/2024 |
| &Partners, Llc | Nashville | TN | 01/2024 | Present |
JMTL REYVEN CO, INC; NOT INV. RELATED; CLACKAMAS, OR; TITLE: PRESIDENT; START DATE 02/22/2023; NUMBER OF HOURS PER MONTH 2; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE INVESTING. POSITION: Trustee NATURE: Family trust INVESTMENT RELATED: Yes NUMBER OF HOURS: None. SECURITIES TRADING HOURS: None START DATE: 01/2022 DESCRIPTION: Trustee position, compensated $800.00 per month - starting 1/1/2026/
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-11 |
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