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751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-17 |
| TN | RA | APPROVED | 2025-01-17 |
| AL | RA | APPROVED | 2021-10-06 |
Branch Locations
751 Cool Springs Blvd Suite 106, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Nashville | TN | 09/2015 | 09/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Nashville | TN | 09/2015 | 09/2021 |
| U.S. Bancorp Investments, Inc. | Brentwood | TN | 09/2021 | 09/2021 |
| Beacon Capital Management Llc | Franklin | TN | 09/2021 | Present |
Farm Limited Partnership; Not Investment-Related; Somerville, TN; Family Farm; Yes limited partner; limited partner; 03/1995; 0 hours/month; 0 hours/trading; limited partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-19 |
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