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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-15 |
| TN | RA | APPROVED | 2023-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Memphis | TN | 11/2018 | 12/2020 |
| Regions Bank | Memphis | TN | 04/2018 | 11/2018 |
| Shad Williams Evangelistic Association/Global Field Evangelism | Adamsville | TN | 05/2006 | 04/2018 |
| Edward Jones | St. Louis | MO | 11/2020 | 08/2022 |
| Mcadams Group Llc | Cordova | TN | 08/2022 | 04/2023 |
| Sound Income Strategies Llc | Fort Lauderdale | TN | 09/2022 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Memphis | TN | 04/2023 | Present |
| Bank Of America, N.A. | Memphis | TN | 06/2023 | Present |
I*: 2929327 Entity Type: Charitable Name: Exchange Club of Greater Memphis Investment related: No Address: Germantown, TN 38138 Position: Officer - Secretary. Volunteer Start Date: 09/01/2025 Hours devoted:5 hrs mthly Hours devoted during trading hours: 0 Duties: volunteer and general member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-11 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-13 |
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