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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7628 W. Farmington Blvd Ste 110, Germantown, TN 38138-2827 • United States
Germantown, TN • 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Memphis | TN | 08/2013 | 05/2019 |
| Park Avenue Securities | Memphis | TN | 08/2013 | 05/2019 |
| Fidelity Investments | Germantown | TN | 06/2019 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-12852|OrgNmn:R&C Holdings LLC|Org Addr:Germantown,Tennessee,US|OBA Nature:Holding entity for agricultura|Invst Rel:Y|Title:Managing member|Duties:I will negotiate lease rates with the tenants on an as-needed basis.|StrtDt:07-15-15|TotHrs/mon:2|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-16 |
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