Pleshetta Juanita Loftin

Current Employers

Employment History

• 12/2016 → 07/2017
  Allstate Insurance Company
  Nashville, TN
• 01/2015 → 11/2016
  Crown Prospective
  Nashville, TN
• 05/2014 → 12/2019
  Naturally Sassy
  Nashville, TN
• 01/2017 → 07/2017
  Fleming & Associates, Llc
  Nashville, TN
• 11/2016 → 07/2017
  Crown Prospective Financial
  Nashville, TN
• 11/2017 → Present
  Persistent Capital Partners Llc
  Nashville, TN
• 12/2019 → Present
  Planrock Investment Managment
  Brentwood, TN
• 09/2020 → Present
  Wildflower Investments Llc
  Nashville, TN

Previous Registrations

• 2025-04-25 → 2025-12-31
  Planrock Wealth Strategies, Llc
  Brentwood, TN
• 2016-12-16 → 2017-08-08
  Allstate Financial Advisors, Llc
  Nashville, TN
• 2013-01-25 → 2015-05-11
  Compass Efficient Model Portfolios, Llc
  Brentwood, TN
• 2007-11-16 → 2011-12-23
  Pnc Managed Account Solutions, Inc.
  Houston, TX
• 2007-10-15 → 2007-11-02
  Fsc Securities Corporation
  Houston, TX

Other Businesses

Persistent Capital Partners - Consultant and Insurance - 2069 Sherbrooke LN, Nashville, TN 37211 - Business & Compliance Consulting - Start Date: 2/15/2015 as Crown Prospective - business 30-40%, 40 Hours month / 40 hours month during securities trading hours. Duties: Assist business with growth and compliance issues. This includes reviews of employees. Review the firm agreements and such edits as well and assist with the creation of firm agreements. Wildflower Investments LLC Address: 2069 Sherbrooke Ln, Nashville TN 37211; Nature of Business: Purchase and short-term rental of vacation property; Percent time devoted: on average ~1%/month; Number of hours per month devoted: 5-7 hrs/month; Number of hours per month during trading hours devoted: .5-1 hr; Start Date: September 2020; Investment Related: No;

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-24
• S66 Uniform Combined State Law Examination
  2025-01-18
• S63 Uniform Securities Agent State Law Examination
  1994-09-19

Other Names

• Pj Loftin