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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
340 South Lowe Avenue, Cookeville, TN 38501 • United States
4755 East Bay Drive, Clearwater, FL 33764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partners Real Estate | Cookeville | TN | 01/2002 | Present |
| Fsc Securities Corporation | Cookeville | TN | 05/2013 | 06/2022 |
| Compass Advisory Partners, Llc | Cookeville | TN | 09/2013 | Present |
| Lion Street Financial, Llc | Cookeville | TN | 06/2022 | Present |
| Csenge Advisory Group, Llc | Clearwater | FL | 06/2022 | Present |
1) CHRIS WAKEFIELD; POS: OWNER; NATURE: SOLE PROPRIETORSHIP; INV REL: NO; # OF HRS: 1; INV REL HRS: 0; STRT DATE: 1/1/2003; 436 FREEZE ST, COOKEVILLE TN 38501; PERSONAL RENTAL PROP. 2) CSENGE ADVISORY GROUP POSITION: Investment Advisor Representative NATURE: Register Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 110 START DATE: 06/03/2022 ADDRESS: 4755East Bay Dr., Clearwater FL 33764, United States DESCRIPTION: Investment Advise and Financial Planning 3) PARTNERS REAL ESTATE POSITION: Owner NATURE: Real Estate Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 25 W. Broad St., Ste. 7, Suite, Cookeville TN 38501, United States DESCRIPTION: Real Estate Sales and Service 4) KIDS PUTNAM POSITION: Volunteer NATURE: Kids Putnam provides services to families who have children with developmental delays and/or various diagnoses within their natural settings INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/14/2017 ADDRESS: 1130 Chocolate Dr., Cookeville TN 38501, United States DESCRIPTION: Board member. Assist the organization with planning. 5) COMPASS ADVISORY PARTNERS POSITION: Investment Advisor Representative NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/09/2013 ADDRESS: 480 One Eleven Place, Cookeville TN 38506, United States DESCRIPTION: Investment Advisor Representative 6) CHRIS WAKEFIELD: SOLE PROPRIETOR POSITION: Owner NATURE: All income flows through Chris Wakefield Sole Proprietor for tax purposes. DBA Wakefield Venture Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/01/2013 ADDRESS: 436 FREEZE ST., COOKEVILLE TN 38501, United States DESCRIPTION: Investment Advisor Representative activities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-06 |
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