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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-01-19 |
Branch Locations
9056 Corporate Gardens Dr Suite 102, Germantown, TN 38138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewis Allen Jones, Cpa | Memphis | TN | 05/1987 | Present |
| Woodbury Financial Services | Memphis | TN | 05/2006 | 01/2024 |
| Osaic Wealth, Inc. | Germantown | TN | 01/2024 | Present |
1) LEWIS ALLEN JONES CPA POSITION: Owner/CPA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 05/07/1987 ADDRESS: 5100 Poplar Ave STE 2510, Memphis TN 38137, United States DESCRIPTION: Owner/CPA providing accounting and tax services. 2) LEWIS ALLEN JONES, JR POSITION: Owner/landlord NATURE: INDIVIDUALLY OWN 3 SINGLE FAMILY RESIDENTIAL RENTAL PROPERTIES AT: 5380 PECAN GROVE LANE, MEMPHIS, TN, 848 THISTLEDOWN DR #2, MEMPHIS, TN & 3611 SOUTHWOOD AVE, MEMPHIS, TN INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/23/2008 ADDRESS: 5100 Poplar Ave, Suite 2510, Memphis TN 38137, United States DESCRIPTION: Owner/Landlord 3) LEWIS ALLEN JONES, JR. POSITION: owner/producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2011 ADDRESS: 9056 Corporate, Gardens Drive, Germantown TN 38138, United States DESCRIPTION: Insurance Producer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-07 |
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