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Clayton Joseph Chapman

Envision Financial Planning, LLC

Memphis, TN

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Current Employers
Envision Financial Planning, Llc

5100 Poplar Avenue, Suite 2428, Memphis, TN 38137 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-06-28
TX RA APPROVED 2022-06-24
  • TN RA
    APPROVED
    Since 2022-06-28
  • TX RA
    APPROVED
    Since 2022-06-24

Branch Locations

5100 Poplar Avenue, Suite 2428, Memphis, TN 38137 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Wealth Management, Llc Memphis TN 01/2015 11/2019
Commonwealth Financial Network Waltham MA 01/2015 09/2020
Envision Financial Planning Memphis TN 11/2019 Present
Commonwealth Financial Network Waltham MA 09/2020 06/2022
Previous Registrations
  • 2015-01-08 → 2022-07-01
    Commonwealth Financial Network
    Memphis, TN
    Memphis, TN
    Memphis, TN
  • 2012-10-25 → 2015-01-05
    Southstate Securities Corp.
    Memphis, TN
    Memphis (Shelby), TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-11
S63 Uniform Securities Agent State Law Examination 2009-09-04
  • S66 Uniform Combined State Law Examination
    2012-09-11
  • S63 Uniform Securities Agent State Law Examination
    2009-09-04
Designations
Other Names
  • Clay Chapman

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
B. RILEY WEALTH ADVISORS, INC. · Memphis, TN

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