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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-09-22 |
| TX | RA | APPROVED | 2023-09-22 |
Branch Locations
40 Burton Hills Blvd. Suite 350, Nashville, TN 37215 • UNITED STATES
217 Dozier Blvd. Suite 204, Florence, SC 29501 • United States
40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
Commercial Rental Property Florence, SC Start date: 10/10/1999 Owner Hours per week: 0 Hours during trading: 0 Maintain Property Wendell E Jones Jr LLC Type of business: Rental Property Florence, SC Start date: 10/10/1999 Owner Hours per week: 5 Hours during trading: 1 Maintain property ENSEMBLE WEALTH PLANNING LLC POSITION: Owner NATURE: Flow through LLC setup by FP Transitions to update business structure of our practice INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2025 ADDRESS: 217 Dozier Blvd, Suiter 204 Florence SC 29501, United States DESCRIPTION: Flow through LLC to update business structure of our practice DEE DEE LAND TRUST POSITION: Vice Chairman NATURE: Land Conservation Org INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2023 ADDRESS: Florence, SC, United States DESCRIPTION: Vice Chairman W & M JONES FAMILY HOLDINGS LLC POSITION: Owner NATURE: Rental Property/ Preferred Shares of AndPartners, has been converted to multi member family LLC with spouse and 3 children. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/10/1999 ADDRESS: Florence, SC, United States DESCRIPTION: Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-09 |
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