Frank Z Tinsley

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2024-04-23
NC	RA	APPROVED	2022-06-28
VA	RA	APPROVED	2022-06-27
CT	RA	APPROVED	2017-09-13
VT	RA	APPROVED	2017-03-09
NH	RA	APPROVED	2016-04-19
TX	RA	APPROVED	2016-02-05
ME	RA	APPROVED	2015-03-02

Branch Locations

110 Franklin Rd Se, Roanoke, VA 24011 • United States

1 N Pack Sq, Asheville, NC 28801 • United States

1705 Enterprise Dr, Lynchburg, VA 24502 • United States

7 Sheridan Sq, Kingsport, TN 37660 • United States

206 Princeton Rd, Johnson City, TN 37601 • United States

500 State St, Bristol, TN 37620 • United States

Asheville, NC • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Portland	ME	06/2013	Present

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-02-06
S63	Uniform Securities Agent State Law Examination	2010-05-19

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