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9040 Garden Arbor Dr Ste 206, Germantown, TN 38138 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-19 |
| TN | RA | APPROVED | 2020-04-22 |
Branch Locations
9040 Garden Arbor Dr Ste 206, Germantown, TN 38138 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Consulting Group | Germantown | TN | 07/2013 | Present |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 08/2014 | 06/2020 |
| Fcg Investment Compamy | Germantown | TN | 04/2020 | Present |
1)FINANCIAL CONSULTING GROUP; investment related: Yes; Location of the business: 9040 GARDEN ARBOR DR STE 206, Germantown, TN 38138; Description of the business: FCG is a retirement plan consulting firm, retirement plan TPA, and insurance agency.; Position Title: Partner; Responsibilities Duties: Retirement Plan Services; Start date with business: 2013-07-01; Hours devoted to business during trading hours: 100; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 100.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-25 |
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