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532 Princeton Road, Johnson City, TN 37601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-08 |
| VA | RA | APPROVED | 2024-01-17 |
| TN | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aldebaran Financial Inc. | Kingsport | TN | 06/2004 | 01/2023 |
| Allied Investments Of Tennessee, Llc | Gray | TN | 01/2023 | Present |
Justin A. Lester - Trustee Services; Investment related: Yes; 949 Walkers Bend Road Gray TN 37615 USA; Trustee & Executor Services - serving as a professional trustee in managing assets withing the trust or estate. ; Owner; 2023-01-03; Hours per month devoted to business during trading hours: 7; Hours per month devoted to business outside trading hours: 3; Management of assets within a trust or estate. Responsibilities may include the oversight and management of financial assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-21 |
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