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620 Mabry Hood Road Suite 101, Knoxville, TN 37932 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-16 |
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