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Current Employers
Wmg Financial Advisors, Llc

620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2018-03-19
  • MS RA
    APPROVED
    Since 2018-03-19

Branch Locations

106 Highpointe Court Suite B, Brandon, MS 39042 • United States

620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • 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
Witcher Cpa Pllc Brandon MS 05/2009 Present
Brandon Police Department Brandon MS 08/2011 02/2023
Concourse Financial Group Securities Inc (Fka Proequities Inc) Brandon MS 05/2015 04/2024
Strategic Wealth Management Group, Llc Flowood MS 06/2015 03/2018
(Dba) Wmg Financial Advisors, Llc Knoxville TN 03/2018 Present
  • 05/2009 → Present
    Witcher Cpa Pllc
    Brandon, MS
  • 08/2011 → 02/2023
    Brandon Police Department
    Brandon, MS
  • 05/2015 → 04/2024
    Concourse Financial Group Securities Inc (Fka Proequities Inc)
    Brandon, MS
  • 06/2015 → 03/2018
    Strategic Wealth Management Group, Llc
    Flowood, MS
  • 03/2018 → Present
    (Dba) Wmg Financial Advisors, Llc
    Knoxville, TN
Previous Registrations
  • 2015-06-09 → 2018-03-19
    Strategic Wealth Management Group, Llc
    Brandon, MS
  • 2012-07-06 → 2015-06-05
    Avantax Advisory Services
    Branddon, MS
Other Businesses

(dba) WMG FINANCIAL ADVISORS, LLC; Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Investments; IAR; Start Date 03/2018; 10 hours per month with those 10 hours per month occurring during trading hours; Investment Adviser Representative. >> WL INVESTMENTS, LLC; Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Investments; 50% Owner; Start Date 01/2016; 2 hours per month with those 2 hours per month occurring during trading hours; WL Investments, LLC owns two commercial real estate properties that house the headquarters of Witcher CPA, PLLC and also leases to other third parties. >> WITCHER PROPERTIES, LLC; Investment Related; 190 Mandy Drive, Brandon, MS 39042; Other; Member-Manager; Start date 02/2016; 1 hour per month occurring during trading hours; Passive land holdings. >> CYPRESS CAPITAL GROUP; Investment Related; 501 Chuck Wagon, Brandon, MS 39042; Start Date 06/2010; 1 hour per month with that 1 hour occurring during trading hours; Residential rental real estate - Passive residential rental real estate. >> HERITAGE LAND AND TIMBER LLC; Investment Related; 501 Chuck Wagon, Brandon, MS 39042; Start Date 05/2015; Dormant Company that was set up to purchase timber land in the State of Mississippi. >> LAKELAND PRESBYTERIAN CHURCH; Non-Investment Related; 5312 Lakeland Drive, Flowood, MS 39232; Church; Ruling Elder and Finance Chairman Church; Start Date 01/2014. >> MS OPPORTUNITY ZONE FUND 1, LLC; Investment Related; 106 Highpoint Court, Suite B, Brandon, MS 39042; Start Date 12/2018; Inactive entity that may be used to purchase/construct investment property in Qualified Opportunity Zones in the State of Mississippi. This will be utilized for personal real estate investments and no outside investors. >> WITCHER CPA, PLLS; Non-Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; CPA Firm; Member-Manager; Start Date 6/2019; 160 hours per month with the majority of hours per month occurring during trading hours; Managing Member of CPA Practice. >> SDMG PROPERTIES LLC; Non-Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Other; Registered Agent/CPA; Start Date 07/2020; No hours per month; Serve as Registered Agent and CPA for this client - I have no ownership interest or management functions. >> SOUTHERN DENTAL MANAGEMENT GROUP LLC; Non-Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Other; Registered Agent/CPA; Start Date 07/2020; No hours per month; Serve as Registered Agent and CPA for this client - I have no ownership interest or management functions. >> WWL PROPERTIES LLC; Non-Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Other; Board Member; Start Date 02/2019; No hours per month; Co-owner of this LLC which owns undeveloped timber land held as personal timber land for recreation and investment.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-29
S63 Uniform Securities Agent State Law Examination 2010-10-16
  • S65 Uniform Investment Adviser Law Examination
    2012-06-29
  • S63 Uniform Securities Agent State Law Examination
    2010-10-16

View on SEC IAPD

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