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208 Sunset Dr. Suite #504, Johnson City, TN 37604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-06-04 |
Branch Locations
208 Sunset Dr. Suite #504, Johnson City, TN 37604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amsouth Bank | Kingsport | TN | 06/2006 | Present |
| Amsouth Investment Services, Inc. | Kingsport | TN | 06/2006 | Present |
| Morgan Keegan & Company, Inc. | Birmingham | AL | 02/2007 | Present |
| Regions Bank | Johnson City | TN | 06/2006 | 03/2024 |
| Roan Capital Partners | Johnson City | TN | 04/2024 | Present |
| Roan Capital Partners, Llc | Johnson City | TN | 04/2024 | Present |
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